Create deals
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Use deals in HubSpot to track potential revenue. Create a deal when a contact takes an action that could lead to revenue, such as booking a meeting with you to discuss your product or service.
When created, a deal record should be associated with the and that are involved with the deal. This helps HubSpot with .
When you're interacting with someone through their via or , you may want to create a deal when there is an opportunity for potential revenue.
To create a deal from the contact or company record:
In the right panel of the contact or company record, next to Deals, click + Add.
To create a new deal:
Once you're done, click Create. A new deal will be created.
If there are existing deals that you want to associate the contact to:
Click the Add existing deal tab.
In the search box, enter terms to identify the existing deal.
Select the deals you want associated to the contact or company record.
Click Save.
To create a deal manually:
In your HubSpot account, navigate to Sales > Deals.
In the upper right, click Create deal.
In the right panel, enter the details of the deal.
Click Create deal. If you want to create another deal, click Create and add another instead.
Enter the details for your new deal in the Create a new deal tab. By default, the deal will be associated to the contact or company record. Learn more about .
The new or existing deal will be associated with the record. Learn more about the .
In the Associate deal with section, search for and select the company and contact the deal is related to. Learn how to .
If you have access to , you can when a contact, or another object, meets certain conditions. For example, if a contact meets a certain value in a , a deal could automatically be created and assigned to your sales team. Learn how to .
