How to create a deal in HubSpot

A quick explanation on how to create and edit a deal in HubSpot:

Creating deals: 

Use deals in HubSpot to track potential revenue. Create a deal when a contact takes an action that could lead to revenue, such as booking a meeting with you to discuss your product or service.

In this video, we will show you how to navigate within the deal section (creating and editing deals) under Sales. 

When a deal is created, a deal record should be associated with the contacts and companies that are involved with the deal. This helps HubSpot with associating the relevant activities to the deal record.