Once you've qualified a sales lead, create a deal to indicate and track the revenue opportunity. By associating your deal with contacts and companies in your HubSpot account, you can view context from all relevant records in one place.
When to create a deal
You can use the contact properties "lifecycle stage" and "lead status" to help qualify prospects or leads until you've received or noted a strong level of interest or revenue opportunity.
Creating a deal
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Navigate to Sales>Deals
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Click "Create deal".
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Enter deal details: Deal Name: Full Property Address: Examples 1235 Main St. Chicago IL 60615
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Choose which company and contacts are associated with this deal
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Pick a pipeline: Select Standard Pipeline: New Lead Deal Stage
Enter deal details
In the dialog box that appears, enter the details of your deal. Any deal properties set to appear by default for all users in the About section will be included.
To customize the properties that appear here and within the About section of deal records, click View > View all properties.
Associating contacts and companies to deals
After creating your deal, use your pipeline to keep track of the deal as it moves through your sales funnel. Pipelines help you prioritize the most relevant deals, see likelihood for opportunities to close, and track where deals are getting stuck throughout your process.
Pick a pipeline
After creating your deal, use your pipeline to keep track of the deal as it moves through your sales funnel. Pipelines help you prioritize the most relevant deals, see likelihood for opportunities to close, and track where deals are getting stuck throughout your process.