---
title: How to create a Company, Contact, and Deal on HubSpot
description: How to organize and update our CRM for prospective/new clients.
---
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# 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](https://teams.microsoft.com/l/channel/19%3AJENe_Wb9yzqdEPMSlo3AG03LeVaBkZuef6dHji2BlHU1%40thread.tacv2/External%20Sales?groupId=90a93dbe-1b3a-4bb6-95ec-e9b5f7e4d352&tenantId=1ea2b65f-2f5e-440e-b025-dfdfafd8e097&ngc=true&allowXTenantAccess=true) 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
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