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Screenshot of Adding a deal on HubSpot CRM
  • Contacts

  • Navigation menu

  • Deals

  • Add deal

  • Enter name

  • Pipeline

  • Select stage

  • Set amount

  • Select date

  • Add owner

  • Select type

  • Set priority

  • Select contact

  • Filter

  • Select company type

  • Add item

  • Continue

  • Deal details

  • Activities

  • More

  • Create message

  • Select contact

  • Select time

  • Add message

  • Log activity

  • Activities

  • More

  • Log call

  • Select date

  • Add message

  • Create menu

  • Select date

  • Select contact

  • Set outcome

  • Log activity

  • Activities

  • Overview

  • Deals

  • Kanban board

  • Assign

  • Set owner

  • Update

  • Changes saved

  • Deals

  • Deal details