How to create a deal

Create a deal from your deals home page

To manually create a deal:

  • In your HubSpot account, navigate to CRM > Deals.
  • In the upper right, click Create deal.
  • In the right panel, enter the details of the deal.
    Screenshot 2024-08-29 at 15.19.00
    • In the Associate deal with section, search for and select records or line items the deal is related to.
    • Click Create deal. If you want to create another deal, click Create and add another.