Adding a Deal to HubSpot

Deal Process in HubSpot

Step 1: Main Contact Record

Find client is HubSpot and update any missing information
- If not in HubSpot, add manually
- If purchased in a company or corporation - add them as their personal name into HubSpot
- It is critical that the contact’s primary address is added. Please ensure that this is in here.
Client Type: Change Client Type from ‘Lead’ to ‘Client’. Can keep ‘Buyer’. If ‘Lead’ is not indicated, select ‘Client’
- If this is an investment deal add ‘Investor’ (Client, Buyer, Investor)
- If this an investment property: add ‘Investor’ if not already on client profile

Step 2: Entering the Deal

Locate ‘Deals’ on the right hand side of client record
- Select ‘Add Deal’
Deal Name: Property Address
- Please ensure the address is record in the same manner:
  - Condos: 101-123 Fake St., Kitchener N1R 3H3
  - Single/Towns/Semis: 123 Fake St., Kitchener N1R 3H3
Pipeline: Buyer Pipeline
- Deal Stage: Firm Deal
Exclusive Listing/Assignment (NON MLS):
- Select Yes
Amount:
- Insert amount as per APS
Close Date:
- Insert close date as per APS
Deal Source:
- Select appropriate deal source
- If the contact was already existing, it is likely that they are an agent's past client - check contact record
- If the contact was generated by lead generation it will likely be online - check contact record
- If you are unsure - ask the assigned agent
- Deal Property type:
IMPORTANT - is it extremely important to identify if the deal is an investment. Connect the selling agent if you are not sure. If the property is an investment and not identified as such, the clients primary address will be transferred to the new purchase on closing.
- Investor - Do Not Change Primary Address
- Deal Owner: