Sales - Building a Sales Deal in HubSpot

This Process explains how to build a Deal in the Sales Pipeline and the different sections of a Deal for reference.

In your HubSpot account, navigate to Workspaces > Sales and Click the Deals tab.

 

Step 1: Create a HubSpot Deal Utilizing your Lead/Prospect/Contact Information

• • Enter the Deal information 
    • • Deal Name:  Vendor Name - Type of Deal
      • Pipeline: Sales Team
      • Deal Stage: Prospect Sent Proposal
      • Amount: $50,000

• • • • Deal Type: New Business
      • Priority: High
      • Contacts: Enter lead's email address, if available
      • Companies: Enter companies contact information, if available
      • Close Date: Choose date 2 months out
      • Deal Owner: Sales Manager Name

• • • Click Create

 

 

 

 

Step 2: Click and Open the Deal to add any Notes, Emails or information pertaining to the deal

 

 

Step 3: Review Overview Tab

The Overview Section has the following information:

Data Highlights - Create Date, Current Deal Stage and last Activity Date. This can be customized to include additional properties that you would want to see at a glance.

Recent Activities - a summary of meetings, calls, emails, and notes associated with the deal. This includes the five most recent activities. Click the activity name to view the activity.

Contacts - Ability to add or delete contact information, sort the contact information or customize this area. This also has contact information such as email and phone#.

Companies - Ability to add or delete company information, sort the company information or customize this area. This also has contact information such as email and phone#.

Deals - View any associated Deals currently connected to this specific deal, contact or company.

Tickets - View any associated Ticket currently connected to this specific deal, contact or company.

Subscriptions - View any associated list or subscription that this contact or company is connected to.

Payments - AAAH is currently not using this HubSpot option

Appointments - Any upcoming appointment associated with this deal.

Upcoming Activities - This could be a meeting, any automation associated with the deal, Calls, etc.

Deal Score - More to come on this as we move into creating more Deals.

Pinned activity - Any documents or specific resources pinned to this current Deal.

Step 4: Review Activities Tab

The Activity Section has the following information:

Activity Tab - This is an accumulation of any and all contact information, notes, emails sent, call information, meeting information and tasks to see in a timeline.

Notes Tab - Add any notes to the deal that are prudent to moving the Deal forward.

Emails Tab - Send or Log emails here for future reference.

Calls Tab - Log of calls made in regard to this Deal. You also have the option to manually log the call here.

Tasks Tab - Lists of Tasks you have created to remind you of an upcoming step or communication that needs to be initiated. 

Meetings Tab - Meetings that are set up through your HubSpot calendar will populate here and you can add meeting times and dates manually.

 

Step 5: Review the Deal Description Section

In this section you can do a quick review of the Deal title, the Deal value amount, Pipeline Stage, Deal Type and Owner. This section can be customized.