Question 1

How to customize information on HubSpot deal cards

Accepted Answer

You can customize the appearance of deal cards by clicking on Board Options in the top right corner of the pipeline view. From there, select either to edit the card settings just for yourself or for all users in your organization. This opens a new page where you can choose exactly how cards are displayed and which specific properties are visible. By clicking edit next to the properties section, you can select the exact data points you want to see at a glance. A preview is provided during this process so you can confirm the layout before saving your changes.

Question 2

What is a deal in HubSpot?

Accepted Answer

A deal in HubSpot is a specific object designed to track the progress of a contact from a lead to a sales opportunity, and ultimately to a profitable customer. These deals exist within a deal pipeline where all sales opportunities can be reviewed and managed. By utilizing deals, sales representatives can easily monitor the status of various transactions and ensure nothing falls through the cracks. This structured approach helps companies generate revenue by effectively managing their customer acquisition process.

Question 3

When to create a new deal for a lead in HubSpot

Accepted Answer

While it might be tempting to create a deal for every promising lead you encounter, it is important to be selective. You should strictly limit deal creation to leads that possess a genuine possibility of successfully closing. Creating deals prematurely clutters your pipeline and makes it difficult to focus on truly viable opportunities. By only adding qualified leads to your pipeline, you significantly increase the overall value and accuracy of your deal board. This disciplined approach ultimately helps sales representatives quickly determine exactly where they should be investing their time and effort.

Question 4

Where to view deals in HubSpot outside the main CRM menu

Accepted Answer

In addition to the standard CRM menu, you can also view and manage your deals through the Sales Workspace. To access this area, navigate to the left sidebar menu and select the Sales option. From the expanded menu, click on Sales Workspace to open your dedicated sales overview page. Once the overview page has fully loaded, simply select the Deals tab located at the top of the screen. This provides an alternative, centralized location for sales representatives to monitor their active opportunities and manage their daily workflow.

Question 5

What are the default deal stages in a HubSpot pipeline?

Accepted Answer

HubSpot provides several default stages to help organize your sales process within the deal pipeline. These default stages include appointment scheduled, qualified to buy, presentation scheduled, decision maker bought-in, contract sent, closed won, and closed lost. Each stage represents a specific milestone in the typical sales journey and helps visualize progress. However, it is highly recommended to customize these stages to perfectly align with your company's unique sales process. Customizing these stages ensures that your pipeline accurately reflects how your specific team moves prospects toward a final sale.

Question 6

How to update deal progress in a HubSpot pipeline

Accepted Answer

Updating the progress of a deal is done visually within the board view of your pipeline. As a deal advances to the next stage of the sales process, you can simply drag and drop the deal card into the appropriate column. Deals typically move from left to right across the board as they progress toward completion. The final destination for any deal card is usually either the closed won or closed lost column. This drag-and-drop functionality allows users to instantly grasp exactly which stage every active transaction is currently in.

Question 7

How to highlight inactive deals in a HubSpot pipeline

Accepted Answer

You can easily highlight stalled transactions by enabling the inactive cards feature within your board customization settings. Once activated, any deal card that has not been updated for a specified period will automatically be displayed in gray. To set this up, turn the feature on and specify the number of days or weeks required to trigger the inactive status. This timeframe should be tailored to match how frequently you typically manage and update your deals. Utilizing this visual cue allows you to identify stalled progress at a single glance and take necessary follow-up actions.

Question 8

What are deal scores and insights in HubSpot?

Accepted Answer

Deal scores and insights are advanced features calculated by HubSpot's AI tool, known as Breeze. These metrics are generated by analyzing multiple factors, including the deal pipeline and recent activities associated with the transaction. They are designed to predict the win probability and identify potential risks for open deals currently in your pipeline. By utilizing these AI-driven insights, sales teams can effectively prioritize deals that have a high likelihood of closing successfully. Furthermore, they help representatives spot areas for improvement on deals that are currently flagged as at-risk.

Question 9

How to create a new deal in HubSpot

Accepted Answer

To create a new deal, start by navigating to the left sidebar menu, selecting CRM, and then clicking on Deals. Next, click the button to add or create a new deal located in the top right corner of the screen. This action will open a panel on the right side where you can input essential information such as the deal name, the specific pipeline, and the current deal stage. You will also need to associate the deal with the relevant contact or company records using the association section. If you initiate this process directly from an existing contact or company record, this association information will automatically populate for you.

Question 10

How to set a close date for a deal in HubSpot

Accepted Answer

Every deal in your pipeline will eventually require a designated close date to maintain accurate forecasting. To set this date, click on the specific deal card you wish to update within your pipeline view. This will open a preview panel on the right side of your screen containing the deal's details. From within this panel, you can locate the close date field and select the appropriate expected completion date. Once you have finished updating the close date and reviewing any other insights, you can simply click the X in the top right corner to close the panel.

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