HubSpot Deals & pipelines : A quick tutorial

 
 

My course on HubSpot Deals - https://learnwiththalita.com/HubSpotDeals

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Tutorial timestamps:

00:20 - What is a HubSpot deal?

01:36 - What is a deals pipeline, and how do we use them?

02:00 - Creating a HubSpot deal

03:20 - Deal stages

03:55 - How to customize deal stages

01:12 - Mandatory & optional properties at deal creation

05:13 - The importance of associating deals with contacts and companies

07:39 - Copying the Activities log when associating records

08:31 - The deal profile

10:20 - Important deal properties

11:37 - Want to learn how to use HubSpot for Sales?

HubSpot Deals is a powerful feature that enables businesses to manage their sales processes efficiently. Deals are essentially a way of tracking the progress of a potential sale or a customer through the sales funnel.

With HubSpot Deals, businesses can easily create deals for each potential sale, associate them with a contact or company in their CRM, and track their progress as they move through different stages of the sales process.

Each deal includes important information such as deal amount, deal stage, and close date, which helps businesses stay on top of their sales pipelines and make informed decisions to close more deals.

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