Hubspot - How to Create a Deal
- George Apostolov
Hubspot - How to Create a Deal: step-by-step guide
Click on "Sales" on your dashboard.
Select "Deals" from the drop-down menu.
Click on "Create a deal" to add a new deal.
Fill out the details of your deal and hit "Create" to wrap it all up.
Quick answer: To create a deal in HubSpot, click on Sales on your dashboard and select Deals from the drop-down menu. Next, click on Create a deal to add a new deal, fill out the details of your deal, and hit Create to wrap it all up.
About this HubSpot tutorial
Add and manage sales deals efficiently in HubSpot by entering your deal details and creating a new record directly from your dashboard. This guide covers hubspot - How to Create a Deal in 4 steps, starting with "Click on 'Sales' on your dashboard" and finishing with "Fill out the details of your deal and hit 'Create' to wrap it all up". The interactive demo above is a click-through copy of the real HubSpot interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does hubspot - How to Create a Deal take?
4 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your HubSpot data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under HubSpot. Related guides: Hubspot - how to create a filter in hubspot, HubSpot - How to add forms and Hubspot - how to create a meeting link. Last reviewed 05 Oct 2026.
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