A guide to your deals home
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In HubSpot, you store and manage information on ongoing sales transactions with potential customers in your deal records. A deal is tracked through pipeline stages until the deal is won or lost.
Your deals home is where all your deals are displayed. You can:
have an overview of your deals in or ;
quickly ;
that show only deals that meet a certain criteria; and
, including deleting them.
Learn more about managing your , , and in their respective homes.
In your HubSpot account, navigate to Sales > Deals.
In the upper right:
Actions: click to make changes to your deals.
Edit properties: select to edit your deal properties. Learn more on .
Restore deals: select to . Only users with or permissions can use the recycle bin.
Add pipeline automation: select to , only if your account has access.
Import: click to . You can import new records, import to bulk update existing records, or import to bulk associate records.
Create deal: click to .
In your HubSpot account, navigate to Sales > Deals.
By default, your deals will be displayed in a table. By default, they will be sorted so the most recently created deal will be at the top.
To locate a specific deal, you can enter a search term in the search box under the tabs.
Customize the table where your records are shown.
If you're in the board view, to switch to the table view, click the listView table icon in the upper left.
To edit the properties shown in the table, click Edit columns on the right. In the dialog box:
On the left, select the properties you want to appear in the table.
On the right, drag and drop properties to arrange them to how you want them to appear in the table. Click x to remove a property.
Click Save.
To sort your records using property values, click the property name at the top of the table.
To resize your columns, click, hold, and drag the edge of the column to your preferred size.
To re-arrange your columns, click, hold, and drag the dragHandle handle of the column to your preferred area.
To sort the records within each stage, click Sort in the upper right. In the dialog box, click the Priority dropdown menu and select the property to sort by, then click the Sort by dropdown menu to determine the order.
Drag and drop records to change the records' pipeline stage.
You can further filter the deal records in the table or board, even when you're in a view.
Click the default property dropdown menus (Deal owner, Create date, Last activity date, Amount) and select the values that you want the displayed deals to have.
If you are currently in the All deals tab and already set up filters, you can save this set of filters as a view. In the bottom left, click Clone and in the dialog box, enter a name for the view and click Save.
If you're in another view, you can click Save in the bottom left to update the view's filters.
To change views on the deal records:
In the table format, click the tab that you want to view.
In the board format, click the second dropdown menu at the top of the page and select the view you want.
To add a new view:
In the board format, click the second dropdown menu at the top of the page and select Create new view.
To view all available views for your user:
In the table format, click All views.
In the board format, click the second dropdown menu at the top of the page and select All views.
You can also .
To record or retrieve information on a deal, click its name to access the .
You can also using the table.
To switch to the board view, where you can see records in , click the grid board icon in the upper left. In the board view, you can only view deals of a specific and not across all pipelines, because the stages can be different.
To update the pipeline stages, click Edit stages. This will bring you to the .
Click a record to view and work with it quickly in the right panel, and click the record's name to fully.
To view deals from a specific pipeline, click the first dropdown menu at the top of the page and select the pipeline you want to view. In the board view, you can only view deals of a specific and not across all pipelines, because the stages can be different.
For other properties, click More filters and in the right panel, search for and click the property. Learn how to .
You can also .
You can save , so you don't have to set them up again, and access them through the tabs in your deals home.
In the table format, click Add view to .
