Creating Deals in Hubspot

Steps to Create a Deal directly from the Deal Pipeline

1.    Double check that your Company (client or prospect) exists. This is required to create a deal.

2.   From the global navigation, go to CRM → Deals.

3.   In the top right, click Create Deal

Fill out the Create Deal form with as much detail as possible.

These are the required fields for the Create Deal form:

• Deal Name → Use a clear, standardized naming format (e.g., Client – Project – Q1 2025).

• Pipeline → Defaults to Sales Pipeline.

• Deal Stage → Defaults to Writing (first stage).

• Deal Type → Select from New Business, Upsell, Cross-Sell, Renewal.

• Primary Agency → Select from dropdown.

• Deal Owner → Assign yourself or the appropriate team member.

• Estimated Budget (Total Contract) → Enter budget or placeholder

  • Line Items budgets are required at the Submitted stage or later. See instructions on how to create line item budgets here.

• Estimated Close Date → The date we expect a decision to be made on this deal

• Estimated Start Date → The date we expect to kickoff the work

• Estimated End Date → The date we expect the contract/deal to end

• Deal Association → Associate to the correct Company

These are the optional (but encouraged) fields to improve visibility:

• Practice → Relevant agency practice

• Team Lead (CRL) → Assign if known

• Growth Lead → Only the Growth Team can assign themselves to a Deal

• RFP? → Mark Yes/No if opportunity involves a formal RFP.

• Contact Association → Add the primary contact for the deal

When all required fields are entered, you can click Create to add the Deal to the Sales Pipeline.

✅ Best Practices

• Always associate the Deal with at least one Company and one Contact. This ensures activity logs and reporting tie correctly.

• Complete required fields accurately—missing or placeholder data can create downstream issues in forecasting and reporting.

• Use standardized Deal Names so opportunities are easy to find in search and reports.