How to create a Company, Contact, and Deal on HubSpot

How to organize and update our CRM for prospective/new clients.

First, create a Company

1. Log into HubSpot
2. Select CRM from the left nav menu
3. Select Companies
4. Select the button for Create company at the top right
5. Enter all required information—remember, the more information you can provide, the better (if the company does not have a website, please contact the External Sales channel on Teams instead)

Then, create a Contact on the Company record

1. Next to Contacts in the right panel, select + Add
2. Enter contact information
3. For Lead Source, select Outbound Sales
4. Hit Create and now your Contact is made—the Contact should automatically be associated with the Company

Finally, create a Deal

1. Next to Deals in the right panel, select +Add
2. Name the Deal after the company
3. Select First Presentation Scheduled as the Deal Stage
4. Select Fertilizer Package for package type unless you are working with Green House on a customized package
5. Add the date and time of your First Presentation
6. You can skip the Amount box for now—once you have met with your client and understand how much their deal is worth, you can come back and edit this property
7. The Deal Owner should be you by default—if not, then change it so you are the owner
8. Hit Create and now your Deal is made—the Deal should automatically be associated with the Company and Contact