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Last updated: February 24, 2023
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Use deals in HubSpot to track potential revenue through your sales process. You can associate deals with other records, such as contacts and companies involved in the deal. Once records are associated to a deal, HubSpot can associate the relevant activities to the deal record.
To customize how deals are created, learn how to set the properties that appear when users create deals, or how to set a default close date for newly created deals.
To manually create a deal:
To create a deal from a record you want associated with the deal:
Once you’ve installed the HubSpot Sales Chrome extension, the Office 365 add-in, or the Outlook desktop add-in, you can create deals for your contacts from within your inbox. Learn how to create deals using contact profiles in Gmail, or contact profiles in Office 365 and Outlook on desktop.
Depending on your account's HubSpot subscription, you can use the Create a deal action in the workflows tool to automatically trigger a deal creation when a record meets certain conditions. For example, if a contact meets a certain value in a score property, a deal could automatically be created and assigned to your sales team. Learn how to create deals via workflow.
By default, a deal's close date is set to the last day of the month it was created, but you can set a default close date for newly created deals.
Please note: default close date settings do not apply to deals created in the mobile app, via import, or through a workflow. For workflows, you can set a default close date when using the Create record workflow action, but if no date is set, the close date will be blank upon creation of a deal.
To set a default close date for newly created deals in the desktop app:
A deal's close date is also automatically set or updated by HubSpot when:
You can export your records (e.g., contact records) in your HubSpot account. You can also view a list of your...
Whether HubSpot is your first CRM or you’re moving from another system, importing helps you create records...
Properties are fields that store information on HubSpot records. For example, you can use the City company...