How Do You Create a Deal in HubSpot: A Detailed Guide.

A Comprehensive Guide to Creating Deals in HubSpot! Explore the intricate steps to craft deals seamlessly within HubSpot's CRM. From setting deal stages to tracking progress, learn how to initiate and manage deals effectively

Create a Deal in HubSpot

In today's fast-paced and competitive business world, efficient deal management has become more crucial. Deals, whether a simple customer purchase or a complex partnership agreement, are the lifeblood of any organization. Efficient deal management benefits businesses in many ways.

HubSpot CRM offers a seamless experience for creating deals. You can easily add contact information, assign ownership, and set deal stages with just a few clicks. Not only does this save you time, but it also ensures that nothing is missed. The platform allows you to track deal progress, set reminders, and even integrate with other HubSpot tools like email and meetings.

What is a Deal in HubSpot?

A deal in HubSpot is a record that represents a potential sales opportunity. It tracks the progress of a potential buyer through the sales pipeline, from initial contact to closing the deal. Deals can be created for both new and existing customers. When you create a deal in HubSpot, you provide essential information such as the deal name, amount, and expected close date. You can also assign the deal to a specific salesperson or team, allowing for better organization and collaboration.

The key feature of deals in HubSpot is the ability to track the progress of each opportunity. As you interact with the potential buyer, you can log communication, create tasks, and make notes directly on the deal record. This provides a comprehensive view of the buyer's journey and helps you stay organized throughout the sales process.

Create Deal


HubSpot's deal management tools also allow you to set deal stages, reflecting the different steps prospects go through before making a purchase. These stages can be customized according to your specific sales process, ensuring a streamlined and efficient approach. You can also create HubSpot Deal tags.

Discovering the Stages of a Deal

We'll now explore the stages of a deal in HubSpot and how it can help you streamline your sales process:

Stage 1: Initial Contact

This is where it all begins. A lead has expressed interest in your product or service, and you've made the initial contact. It's now time to qualify the lead and gather more information to determine if they are a good fit for your business.

Stage 2: Connect

Congratulations! The lead has shown genuine interest, and you've established a connection with them. This is the stage where you start building a relationship and understanding their needs and pain points.

Stage 3: Explore

Now, it's time to dig deeper. In this stage, you'll be asking the right questions to identify the lead's challenges, goals, and budget. This information will be crucial in tailoring your solution to meet their specific needs.

Stage 4: Advice

You've gathered all the necessary information, and it's time to showcase your expertise. This stage is all about providing the lead with valuable insights and recommendations that demonstrate how your product or service can solve their problem.

Stage 5: Close

The final stage! You've done the hard work, and now it's time to seal the deal. In this stage, you'll be negotiating terms, addressing any concerns, and ultimately converting the lead into a customer.

Benefits of HubSpot Deals 

Now, let's talk about the benefits of using HubSpot Deals.

benefits of hubspot deals

HubSpot Deals can greatly enhance your sales team's efficiency. With its easy-to-use interface and intuitive features, you can keep track of every stage of the sales pipeline, from prospecting to closing the deal.

Another fantastic benefit of HubSpot Deals is its powerful reporting capabilities. With just a few clicks, you can generate in-depth reports that provide insights into your team's performance, conversion rates, and revenue generated.

Additionally, HubSpot Deals offers seamless integrations with other tools, such as email marketing and customer relationship management (CRM) systems. This enables you to customize your sales workflows and automate tedious tasks, saving time and effort.

Lastly, HubSpot Deals empowers you to provide a better customer experience. By having a clear view of each prospect's communication history and preferences, you can tailor your interactions to their needs and expectations. This personalized touch builds trust and increases your chances of successfully closing deals.

How do you create a Deal in HubSpot?

Creating deals in HubSpot is a breeze, and it's a game-changer for any sales team. So, let's dive in and see how you can create a deal in HubSpot!

How to Create Deals Using HubSpot


Step 1

head over to your HubSpot Sales dashboard. Once you're there, click on the "Deals" tab. You'll see a button that says "Create deal" - click on that.

Step 2

You'll be prompted to fill out some key information. Start by giving your deal a name that identifies what it's about. Then, assign it to the right team member so they can take ownership of its progress.

Step 3

In the next section, you can choose a pipeline for your deal. Pipelines help you categorize your deals based on different stages of your sales process. You can create custom pipelines that align with your unique sales process or use HubSpot's default ones.

Step 4

Now, it's time to add some details to your deal. You can enter important information like deal amount, close date, and any other relevant notes or attachments. The more information you add, the easier it will be to track and manage your deal.

Step 5

Finally, hit the "Create" button. Your deal is now set up in HubSpot.

Now that you know how to create a deal in HubSpot, let's move on to setting up deal pipelines.

Deal benefit tip page screenshot


H2: Setting up Deal Pipelines

HubSpot's deal pipelines are a powerful feature that allows you to organize your sales pipeline, from prospecting to closing deals, all in one convenient place. Here's a step-by-step guide to setting up deal pipelines.

1. Define your stages: The first thing you need to do is determine the stages that your deals will go through. This could include stages like "Prospecting," "Qualified Lead," "Negotiation," and "Closed Won." Make sure to tailor these stages to fit your specific sales process.

2. Customize your pipeline: Once you've defined your stages, it's time to build your pipeline. HubSpot allows you to create multiple pipelines if you have different sales processes for different products or services. Customize each pipeline to fit your unique needs.

3. Set up deal properties: Deal properties are pieces of information that you can track for each deal. This could include information like deal amount, deal source, and deal owner. Determine which deal properties are important to your sales process and set them up accordingly.

4. Automate your pipeline: One of the great features of HubSpot's deal pipelines is the ability to automate certain tasks. For example, you can set up email reminders to follow up with leads at specific stages or create tasks for your team members.

5. Monitor and optimize: After you've set up your deal pipelines, it's important to monitor their performance and make adjustments as needed. HubSpot provides analytics and reporting tools that allow you to see how your deals are progressing and identify areas for improvement.

Editing or Deleting Deal Stages

As your business evolves, so may your sales stages. You have to ensure that your sales pipeline remains in sync with your evolving business strategy. Let's go through the steps of editing or deleting Deal Stages HubSpot.

Step 1: Accessing HubSpot Settings

To begin, log in to your HubSpot account and navigate to the Settings tab on the top-right corner of your dashboard. From the dropdown menu, select "Sales" and then choose "Deals." Here, you'll find the list of your current Deal Stages.

Step 2: Editing Deal Stages

To edit a specific Deal Stage, click on the pencil icon next to its name. Modify the name, description, or any other associated attributes per your requirement. Make sure to save your changes before proceeding.

Step 3: Deleting Deal Stages

To delete a Deal Stage, click the three-dot icon next to the Stage's name and choose "Delete." HubSpot will prompt you to either reassign existing deals to another Stage or delete them permanently.

You may also follow the same steps to delete HubSpot duplicate deals.

Customizing Properties

By customizing deal properties, you can tailor HubSpot to fit your organization's specific sales processes, terminology, and reporting requirements. It's all about making HubSpot work for you! Let's see how to go about customizing deal properties.

1. Head to your HubSpot dashboard and navigate to the Sales dropdown menu.

2. Click on "Settings," followed by "Properties" to access the deal properties.

3. Next, choose "Create a property" to customize your deal properties.

4. Name your new property and select the type that best suits your needs.

5. Customize the field options based on your preferences.

6. Don't forget to configure your property settings to make sure it's visible and accessible where you need it.

7. Hit "Save." You've successfully customized your HubSpot deal properties.

Managing and Restricting Access

One of the key aspects of managing deals effectively is maintaining proper access control. Not every team member needs access to every deal, and it's important to ensure that sensitive information is only accessible to those who need it.

Restrict access to deals based on user roles

This means that only those with the relevant permissions can view or modify certain deals. For example, your sales team can have access to all deals, while your marketing team can only view specific deals relevant to their campaigns. This helps streamline processes and ensures that sensitive information is not accessible to unauthorized personnel.

Deal-level permissions

HubSpot also offers the option to set deal-level permissions, allowing you to restrict access to specific deals to specific team members. This level of granularity ensures that your deals are only visible to the people who need them, maintaining confidentiality and privacy.

Creating Deal Stagesare: Best Tips

Deal stages help you keep track of where each deal stands and allow you to prioritize and focus your efforts accordingly. Let's check out some top tips for creating HubSpot deal stages.

1. Understand Your Sales Process: Before creating deal stages, take the time to understand your unique sales process. Map out the typical journey a lead goes through, from initial contact to closing a deal.

2. Keep It Simple: Strive for simplicity with your deal stages, focusing on the most significant steps in your sales process.

3. Customize to Your Business: HubSpot offers default deal stages, but it's important to customize them to align with your specific business needs. Consider the unique factors that influence your sales process and tailor the deal stages to reflect those.

4. Use Clear and Actionable Names: Deal stages should have names that are easy to understand and reflect the actions required at each stage. For example, instead of using general terms like "In Progress," use specific terms like "Meeting Scheduled" or "Proposal Sent" to provide clear guidance.

5. Monitor and Adjust: Creating deal stages is not a one-time process. Regularly review and analyze your deals to identify areas for improvement. Be willing to adjust and refine your deal stages as needed to ensure they remain relevant and effective.

hubspot deals sales pipeline


Virtual Assistance for Pipeline Management

reasons you need a virtual assistant

A virtual assistant can help streamline your sales process by automating repetitive tasks and providing data analytics to identify trends and opportunities. A VADeal Stages offers flexibility and scalability. Whether you have a small business or a larger enterprise, you can easily adjust the level of support you need based on your sales volume and goals. This makes virtual assistance a cost-effective solution, as you only pay for the services you require.

A VA can help you create deal stages that align perfectly with your sales process. They can work closely with you to understand your business goals and custom-tailor the stages to fit your unique needs. They can also assist with the ongoing management and monitoring of your deals. Let's see the offerings provided by virtual assistants in detail.

  • Collaborate on creating new deal stages. Your VA can assist you in optimizing your sales funnel by creating customized deal stages in HubSpot.
  • Customize deal stages based on sales processes. If you have a unique sales process that doesn't fit the default deal stages, a VA can step in and tailor HubSpot to your specific needs. Whether you need to add or remove stages, rename them, or even create new ones, a VA can do it all.
  • Ensure accurate assignment to deal pipelines. A VA can effortlessly manage and organize your deals, ensuring each one lands in the right pipeline.
  • Provide insights on naming conventions for stages. A VA can help you create a naming convention that aligns with your business goals and processes. From "Prospect" to "Closed-Won," a VA can ensure that your deal stages are organized and easily understandable for your entire team.
  • Collaborate on setting up default properties for stages. Your VA can assist in customizing your default properties, such as deal amount, close date, and even stage probabilities. They can ensure that every new deal is set up with the right details, saving you valuable time.
  • Offer tips on organizing and prioritizing deal stages. A skilled VA can offer you some fantastic tips on how to organize and prioritize your deal stages effectively. They can help streamline your sales process, ensuring that nothing is missed out. From creating customized deal stages to setting up automation, a VA has got you covered.
  • Help in adjusting deal stages as sales processes evolve. Your VA will work closely with you to understand your evolving sales processes and make necessary adjustments to your deal stages.
  • Provide support in creating consistent stage criteria. A VA can create an organized and consistent deal stage criteria in HubSpot. They can analyze your existing data, understand your business goals, and customize the deal stages to fit your unique needs.
  • Collaborate on linking deal stages to relevant pipelines. A VA can ensure that every deal is assigned to the correct pipeline, making it easier for you to track progress and make informed decisions.
  • Ensure team alignment on the use and meaning of each stage. By working closely with your team members, a VA can provide guidance and support in understanding the various HubSpot Deal stages and their significance. They can assist in creating training materials and conducting virtual workshops to educate team members on the proper use and meaning of each Deal stage.
  • Guide in incorporating additional properties for detailed tracking. A VA can help you incorporate additional HubSpot Deal properties to give you more detailed tracking capabilities.
  • Assist in reviewing and optimizing existing deal stages. A VA can assist in reviewing and optimizing your existing deal stages. With their keen eye for detail and expertise in HubSpot, they can help pinpoint areas that need improvement and suggest strategies to enhance your sales pipeline.
  • Provide insights on industry best practices for deal stages. Your VA can help you set up and optimize your deal stages based on industry best practices. With their expertise and insights, they can ensure that your deal stages are aligned with your sales process and help you close more deals.

Wishup: For All Your CRM Tasks

benefits of wishup

Wishup is a virtual assistant service provider that offers a wide range of solutions to help entrepreneurs and businesses thrive. We provide professional administrative and bookkeeping services that are tailored to meet your unique business needs.

Here are some of the benefits of hiring from Wishup -

Take advantage of our affordable and cost-effective services.

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Join forces with the most exceptional 1% of talent.

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Easily get your virtual assistant up and running in just one day.

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Eliminate the necessity of having a dedicated budget for training.

Wishup offers a unique and cost-effective solution that eliminates the need for a separate training budget altogether. Our VAs are already equipped with the knowledge and expertise in different fields.

Take advantage of Wishup's outstanding replacement policy, with no questions asked.

If you are not satisfied with your assigned virtual assistant, we will promptly replace them with another, no questions asked!

Give your virtual assistant a try and enjoy a 7-day Risk-Free Trial.

We offer a 7-day Risk-Free Trial. That's a whole week to experience the advantages of having a Wishup virtual assistant without any commitment.

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HubSpot's CRM platform is very user-friendly. One of the reasons why it is so user-friendly is its intuitive design. Also, the platform offers seamless integration with other tools you're already using.

By leveraging HubSpot's customization options, businesses can create tailored deal pipelines, automate deal creation and tracking, and ensure their team stays on top of sales opportunities. Moreover, custom deal properties provide the ability to track data specific to your business, ensuring accurate reporting and insights.

Wishup's virtual assistants are skilled and well-trained professionals. They can effortlessly and effectively assist you with the creation of deals in HubSpot. Schedule a free consultation today. Or, drop us an email at [email protected].

FAQs: Create A Deal In Hubspot

Can a HubSpot form create a deal?

HubSpot forms can help you create deals. By integrating your HubSpot forms with your CRM, you can streamline your sales process and automatically create deals when someone fills out a form on your website. The best part is that you can customize the properties and stages of the deals created from form submissions.

How do I create a deal workflow in HubSpot?

Go to your HubSpot dashboard and navigate to the "Sales" tab. From there, click on "Deals" and select "Workflows". Once you're in the workflows section, click on "Create a workflow" and choose the "Deal" option. Next, you can set up your workflow stages by adding actions to move deals from one stage to another based on specific criteria.