From the course: Learning HubSpot CRM
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Adding new deals - HubSpot Tutorial
From the course: Learning HubSpot CRM
Adding new deals
- [Instructor] One of the main reasons for adding company information and contact details is to eventually, hopefully get deals done. We're going to create a deal here in HubSpot which can be done from many different locations for your convenience, for example, if you're busy working on company details, you can actually create a deal right from the company, it automatically gets associated with that company. Same thing if you're working with contact details, or you can create deals from scratch which we're going to do right now. We left off looking at a list of companies here and if we go into any one of these companies, like Hansel & Petal, you'll notice over here on the right-hand side, we have a Deals section showing us the current number of deals, but we also have buttons to Create a Deal, it'll automatically be associated with this company, or even Add a Deal if the deal's already been created and it's not associated with this company, we can go find it using the Add Deal button…
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