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Updating HubSpot Deal

These are the steps to follow as a deal progresses through the sales process.

Instructions

  1. Log into HubSpot.

  2. Choose Deals under the Sales Tab on the Main Navigation bar.

  3. In the Search Bar, search the address of our listing:

  4. Click on the Deal Name when it populates.

  5. The Deal details will appear on the left-hand side of the screen:

  6. To update the deal, you will choose the next step in the drop-down menu under Stage. Choose the stage of the process where the deal is currently.

  7. Based on your choice, you will have a pop up that will prompt you for more information, such as the close date, the sale amount, the deal name, property type, etc. Enter the information and click Save.

  8. Select the Contacts Name, located on the right-hand side.

  9. On the Contact Navigation Bar, Select Tasks

  10. Complete the Overdue tasks, and mark complete by clicking the checkmark.

  11. The checkmark will fill in and the task will be crossed off.