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How to Edit Deal

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Hey, friend. Its Kyle. Welcome to HubSpots product YouTube channel. Today, were gonna look at a basic level of customizing your deal pipeline. Lets take a look. So here we are on the deals page inside of HubSpot. Deals are tracked in this drag-and-drop format. You can move them from column to column. The columns represent the stages of your sales process. Now, you should absolutely customize these to represent the process your team actually uses. And this is what that looks like inside of HubSpot. So, here were seeing the default stages inside of HubSpot, but you can delete stages, you can add stages, you can rearrange them, rename them, whatever you need to do to make it represent the actual steps of your sales process. Youre gonna wanna make them only represent the steps that you want your sales reps taking in every single deal. So that might look something like this. This is slightly shorter. Yours might be slightly longer. I highly recommend that you make them past tense so

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How do I edit a deal in HubSpot?

In your HubSpot account, navigate to Sales Deals. Click the name of a deal. In the right panel, on the Line items card, click Edit.

What are the deal stages?

The 7 stages of deal management Process planning stage. The planning stage is one of the most important stages of deal management. Process implementation stage. After outlining your deal management process, its time to implement your plan. Pre-deal stage. Handover stage. Deal stage. Pre-renegotiation stage. Post-deal stage.

What is deal pipeline?

Deal pipelines help visualize your sales process to predict revenue and identify selling roadblocks. Deal stages are the steps in your pipeline that signal to your sales team that an opportunity is moving toward the point of closing.

What are the deal stages in HubSpot?

HubSpots Default Deal Stages: Decision-maker bought-in (80%) Contract sent (90%) Closed won (100% Won) Closed lost (0% Lost)

What is the difference between a deal and a contact in HubSpot?

An important notejust like an individual cannot live in two neighborhoods at the same time, a contact in HubSpot cannot be associated with multiple companies at the same time. Generally speaking, deals are the business transactions that are associated with a contact or a company.

What is a deal on HubSpot?

In HubSpot, deals represent transactions with contacts or companies. Deals are tracked through your sales process in pipeline stages until theyre won or lost. The deals endpoints allow you to manage create and manage deal records, as well as sync deal data between HubSpot and other systems.

When should a deal be created in HubSpot?

Each company has their own situation and appetite for pipeline management, otherwise known as HubSpot Hygiene. The two most common thresholds of when to create a deal record are: When a lead requests a demo or consultation.

What is the term of a HubSpot deal?

If there is no term length, HubSpot assumes a term of 12 months. It does not take into account the value in the Amount property. This is shown in the deals currency, if your HubSpot account uses more than one currency. Close date: the day the deal is expected to close, or was closed.

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