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How to Create a
Deal in HubSpot CRM
Follow this interactive, step by step demo to create your first deal in HubSpot CRM and start tracking it through your sales pipeline.
How to Create a
Deal in HubSpot CRM
Follow this interactive, step by step demo to create your first deal in HubSpot CRM and start tracking it through your sales pipeline.
How to Create a
Deal in HubSpot CRM
Follow this interactive, step by step demo to create your first deal in HubSpot CRM and start tracking it through your sales pipeline.
What is a deal in HubSpot CRM?
In HubSpot, a deal is a record of a sales opportunity you are actively working to close. Every deal stores the important details of that opportunity in one place: the deal name, the amount of money involved, the stage it is currently in, the person who owns it, and the contact or company it is connected to. Think of it as the single source of truth for "who might buy, how much, and how close are we."
Deals live inside a sales pipeline, which is a visual board of columns that represent each stage of your sales process, for example "Appointment scheduled", "Qualified to buy", and "Closed won". As an opportunity progresses, you move its deal from one stage to the next, so your whole team can see exactly where every opportunity stands without asking around.
Creating deals correctly matters more than it looks. Clean, well filled deals are what power HubSpot's forecasting, reporting, and automation. If deals are missing amounts or stuck in the wrong stage, your pipeline value and sales forecasts will be wrong. That is why learning to create a deal properly is the foundation of using HubSpot as a real CRM instead of a contact list.
How to create a deal in HubSpot
1. Click the "Create deal" button
From your HubSpot dashboard, find and click the "Create deal" button. A panel opens where you will fill in the details of the new opportunity.
2. Choose a deal pipeline
Select the pipeline that best fits this deal. Pipelines let you run different sales processes side by side, so pick the one that matches how this opportunity will be worked.
3. Select the deal stage
Choose the current stage from the dropdown. The stage shows how far along the deal is and helps you track its progress through the pipeline.
4. Enter the deal value
Input the monetary value of the deal. This is important, because it powers your revenue tracking and forecasting across the whole pipeline.
5. Assign the deal owner
Select the owner of the deal. This is usually the person responsible for managing and closing it, and it is who HubSpot credits in reports.
6. Set the deal type
Choose the deal type, such as "New Business" or "Existing Business". This categorizes the deal for cleaner segmentation and reporting later.
7. Set the deal priority
Indicate the priority level (for example High, Medium, or Low). This helps your team focus effort on the deals that matter most.
8. Click "Create"
Once all the required fields are filled in, click the "Create" button to finalize the deal. It instantly appears in your pipeline, where you can drag it between stages as it moves toward close.
Who uses HubSpot deal tracking?
Sales reps rely on deals to stay organized. Instead of tracking opportunities in their head or a spreadsheet, each rep can see their open deals, what stage each is in, and what to do next. This is exactly the kind of task worth teaching new reps with an interactive demo so they set deals up correctly from day one.
Sales managers use deals to read pipeline health at a glance. Because every deal has an amount and a stage, managers get an instant view of total pipeline value, which deals are stalling, and whether the team will hit target, all without chasing updates.
Founders and small teams setting up their first sales process use deals to bring order early. Getting deal creation right from the start prevents the messy, half filled pipelines that make later reporting unreliable. Teams moving off spreadsheets find deals are the moment HubSpot starts paying off. A deal turns a static row in a sheet into a living record connected to real contacts, emails, and tasks.
This is exactly the kind of workflow teams have to teach again and again as new reps join and the CRM changes. The interactive walkthrough above was built with Layerpath. Instead of re-recording a video every time a screen or step changes, you update the single step that changed and the guide stays current.
HubSpot alternatives for managing deals
a simple, visual pipeline built specifically for small sales teams who want deals and nothing heavier.
highly powerful and customizable, better suited to larger teams with complex sales processes.
a budget friendly all in one option with solid deal and pipeline features.
a modern, flexible CRM popular with startups that want a lighter, data driven feel.
What is a deal in HubSpot CRM?
In HubSpot, a deal is a record of a sales opportunity you are actively working to close. Every deal stores the important details of that opportunity in one place: the deal name, the amount of money involved, the stage it is currently in, the person who owns it, and the contact or company it is connected to. Think of it as the single source of truth for "who might buy, how much, and how close are we."
Deals live inside a sales pipeline, which is a visual board of columns that represent each stage of your sales process, for example "Appointment scheduled", "Qualified to buy", and "Closed won". As an opportunity progresses, you move its deal from one stage to the next, so your whole team can see exactly where every opportunity stands without asking around.
Creating deals correctly matters more than it looks. Clean, well filled deals are what power HubSpot's forecasting, reporting, and automation. If deals are missing amounts or stuck in the wrong stage, your pipeline value and sales forecasts will be wrong. That is why learning to create a deal properly is the foundation of using HubSpot as a real CRM instead of a contact list.
How to create a deal in HubSpot
1. Click the "Create deal" button
From your HubSpot dashboard, find and click the "Create deal" button. A panel opens where you will fill in the details of the new opportunity.
2. Choose a deal pipeline
Select the pipeline that best fits this deal. Pipelines let you run different sales processes side by side, so pick the one that matches how this opportunity will be worked.
3. Select the deal stage
Choose the current stage from the dropdown. The stage shows how far along the deal is and helps you track its progress through the pipeline.
4. Enter the deal value
Input the monetary value of the deal. This is important, because it powers your revenue tracking and forecasting across the whole pipeline.
5. Assign the deal owner
Select the owner of the deal. This is usually the person responsible for managing and closing it, and it is who HubSpot credits in reports.
6. Set the deal type
Choose the deal type, such as "New Business" or "Existing Business". This categorizes the deal for cleaner segmentation and reporting later.
7. Set the deal priority
Indicate the priority level (for example High, Medium, or Low). This helps your team focus effort on the deals that matter most.
8. Click "Create"
Once all the required fields are filled in, click the "Create" button to finalize the deal. It instantly appears in your pipeline, where you can drag it between stages as it moves toward close.
Who uses HubSpot deal tracking?
Sales reps rely on deals to stay organized. Instead of tracking opportunities in their head or a spreadsheet, each rep can see their open deals, what stage each is in, and what to do next. This is exactly the kind of task worth teaching new reps with an interactive demo so they set deals up correctly from day one.
Sales managers use deals to read pipeline health at a glance. Because every deal has an amount and a stage, managers get an instant view of total pipeline value, which deals are stalling, and whether the team will hit target, all without chasing updates.
Founders and small teams setting up their first sales process use deals to bring order early. Getting deal creation right from the start prevents the messy, half filled pipelines that make later reporting unreliable. Teams moving off spreadsheets find deals are the moment HubSpot starts paying off. A deal turns a static row in a sheet into a living record connected to real contacts, emails, and tasks.
This is exactly the kind of workflow teams have to teach again and again as new reps join and the CRM changes. The interactive walkthrough above was built with Layerpath. Instead of re-recording a video every time a screen or step changes, you update the single step that changed and the guide stays current.
HubSpot alternatives for managing deals
a simple, visual pipeline built specifically for small sales teams who want deals and nothing heavier.
highly powerful and customizable, better suited to larger teams with complex sales processes.
a budget friendly all in one option with solid deal and pipeline features.
a modern, flexible CRM popular with startups that want a lighter, data driven feel.
What is a deal in HubSpot CRM?
In HubSpot, a deal is a record of a sales opportunity you are actively working to close. Every deal stores the important details of that opportunity in one place: the deal name, the amount of money involved, the stage it is currently in, the person who owns it, and the contact or company it is connected to. Think of it as the single source of truth for "who might buy, how much, and how close are we."
Deals live inside a sales pipeline, which is a visual board of columns that represent each stage of your sales process, for example "Appointment scheduled", "Qualified to buy", and "Closed won". As an opportunity progresses, you move its deal from one stage to the next, so your whole team can see exactly where every opportunity stands without asking around.
Creating deals correctly matters more than it looks. Clean, well filled deals are what power HubSpot's forecasting, reporting, and automation. If deals are missing amounts or stuck in the wrong stage, your pipeline value and sales forecasts will be wrong. That is why learning to create a deal properly is the foundation of using HubSpot as a real CRM instead of a contact list.
How to create a deal in HubSpot
1. Click the "Create deal" button
From your HubSpot dashboard, find and click the "Create deal" button. A panel opens where you will fill in the details of the new opportunity.
2. Choose a deal pipeline
Select the pipeline that best fits this deal. Pipelines let you run different sales processes side by side, so pick the one that matches how this opportunity will be worked.
3. Select the deal stage
Choose the current stage from the dropdown. The stage shows how far along the deal is and helps you track its progress through the pipeline.
4. Enter the deal value
Input the monetary value of the deal. This is important, because it powers your revenue tracking and forecasting across the whole pipeline.
5. Assign the deal owner
Select the owner of the deal. This is usually the person responsible for managing and closing it, and it is who HubSpot credits in reports.
6. Set the deal type
Choose the deal type, such as "New Business" or "Existing Business". This categorizes the deal for cleaner segmentation and reporting later.
7. Set the deal priority
Indicate the priority level (for example High, Medium, or Low). This helps your team focus effort on the deals that matter most.
8. Click "Create"
Once all the required fields are filled in, click the "Create" button to finalize the deal. It instantly appears in your pipeline, where you can drag it between stages as it moves toward close.
Who uses HubSpot deal tracking?
Sales reps rely on deals to stay organized. Instead of tracking opportunities in their head or a spreadsheet, each rep can see their open deals, what stage each is in, and what to do next. This is exactly the kind of task worth teaching new reps with an interactive demo so they set deals up correctly from day one.
Sales managers use deals to read pipeline health at a glance. Because every deal has an amount and a stage, managers get an instant view of total pipeline value, which deals are stalling, and whether the team will hit target, all without chasing updates.
Founders and small teams setting up their first sales process use deals to bring order early. Getting deal creation right from the start prevents the messy, half filled pipelines that make later reporting unreliable. Teams moving off spreadsheets find deals are the moment HubSpot starts paying off. A deal turns a static row in a sheet into a living record connected to real contacts, emails, and tasks.
This is exactly the kind of workflow teams have to teach again and again as new reps join and the CRM changes. The interactive walkthrough above was built with Layerpath. Instead of re-recording a video every time a screen or step changes, you update the single step that changed and the guide stays current.
HubSpot alternatives for managing deals
a simple, visual pipeline built specifically for small sales teams who want deals and nothing heavier.
highly powerful and customizable, better suited to larger teams with complex sales processes.
a budget friendly all in one option with solid deal and pipeline features.
a modern, flexible CRM popular with startups that want a lighter, data driven feel.
Frequently Asked Questions
What is the difference between a deal and a contact in HubSpot?
Is creating deals in HubSpot free?
What are deal stages in HubSpot?
Can I create deals in bulk in HubSpot?
Can I customize the deal pipeline?
How do I move a deal to the next stage?
Frequently Asked Questions
What is the difference between a deal and a contact in HubSpot?
Is creating deals in HubSpot free?
What are deal stages in HubSpot?
Can I create deals in bulk in HubSpot?
Can I customize the deal pipeline?
How do I move a deal to the next stage?
Frequently Asked Questions
What is the difference between a deal and a contact in HubSpot?
Is creating deals in HubSpot free?
What are deal stages in HubSpot?
Can I create deals in bulk in HubSpot?
Can I customize the deal pipeline?
How do I move a deal to the next stage?
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Workflow training ideas worth stealing
Product updates, news, and walkthrough examples.
Workflow training ideas worth stealing
Product updates, news, and walkthrough examples.
Workflow training ideas worth stealing
Product updates, news, and walkthrough examples.
Workflow training ideas worth stealing
Product updates, news, and walkthrough examples.