Create a deal from a contact in Hubspot
by Joaquin Roca
- Step 1
Click Contacts
- Step 2You should be on https://app.hubspot.com/user-guide/19894040?via=home
Click Contacts
- Step 3You should be on https://app.hubspot.com/contacts/19894040/contacts/list/view/all/
Select the contact you want to add to a deal
- Step 4You should be on https://app.hubspot.com/contacts/19894040/contact/1/
Click on the + Add button
- Step 5You should be on https://app.hubspot.com/contacts/19894040/contact/51/
Name the deal
- Step 6
Select the pipeline
- Step 7You should be on https://app.hubspot.com/contacts/19894040/contact/51/
Select the stage
- Step 8
Select the deal owner
- Step 9You should be on https://app.hubspot.com/contacts/19894040/contact/51/
Select the priority
- Step 10
Click on the Create button
Description:
How to Create a deal from a contact in Hubspot on app.hubspot.com in 10 steps
Total steps:
10
Time to complete:
2 min
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