Deal Creation Process
Provide a standardized method for creating deals in HubSpot, including naming conventions, required fields, and association rules.
Create a Deal from the Deals Home Page
In your HubSpot account, navigate to CRM → Deals.
In the upper right, click 'Create Deal'.
In the right panel, enter the mandatory details of the deal: Deal Name, Pipeline, Deal Stage, Show Name, Show Open Date, Show End Date, Deal Owner, Lead Source, Amount, and Venue.
Deal Name — format should be: Client at Show Name Year.
Pipeline — select Pipeline.
Deal Stage — initial stage for all new deals is Business Inquiry – Qualified.
Show Name — pick the appropriate show from the dropdown, or choose Brand Activation, Retail Store, or Private Event when appropriate.
Show Open Date — enter the first day of the event.
Show End Date — enter the last day of the event.
Deal Owner — set to No Owner for unassigned deals, or select the AM/Sales name if the deal has been previously assigned.
Lead Source — select the appropriate tag.
Amount — enter the approx budget or contract price.
Venue — select the correct venue.
In the Associate Deal With section, search for and select the contact and company the deal is related to.
Click 'Create Deal' to finalize.
Create a Deal from a Contact Record
In the right sidebar of the contact record, go to the Deals section and click '+ Add'.
Enter the details for the new deal. By default, the deal will be automatically associated with the contact record.
Deal Name — format should be: Client at Show Name Year.
Pipeline — select Pipeline.
Deal Stage — initial stage for all new deals is Business Inquiry – Qualified.
Show Name — pick the appropriate show from the dropdown, or choose Brand Activation, Retail Store, or Private Event when appropriate.
Show Open Date — enter the first day of the event.
Show End Date — enter the last day of the event.
Deal Owner — set to No Owner for unassigned deals, or select the AM/Sales name if the deal has been previously assigned.
Lead Source — select the appropriate tag.
Amount — enter the approx budget or contract price.
Venue — select the correct venue.
Click 'Create Deal' to finalize.
Notes
Deals created from contact records automatically associate with that contact.
Consistent naming ensures accurate reporting and easier searching.
Deal Name format must follow: Client at Show Name Year.
All new deals must start at Business Inquiry – Qualified stage.
Set Deal Owner to No Owner if the deal has not yet been assigned to an AM or Sales person.