---
title: How to Create a New Deal in HubSpot (for SmartQuote Users)
description: This guide explains step by step how to create a new Deal in HubSpot, specifically tailored for the SmartQuote workflow
---

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1. [Help Center](https://knowledge.atom.com.au/knowledge?hsLang=en)
2. [SmartQuote](https://knowledge.atom.com.au/knowledge/smartquote?hsLang=en)
3. [Creating a Deal](https://knowledge.atom.com.au/knowledge/smartquote?hsLang=en#creating-a-deal)

# How to Create a New Deal in HubSpot (for SmartQuote Users)

## This guide explains step by step how to create a new Deal in HubSpot, specifically tailored for the SmartQuote workflow

#### **Why create a Deal?**

In HubSpot, Deals help you track sales opportunities and manage your pipeline. For SmartQuote, you must have a Deal set up before you can generate and send quotes.

> **Important:** A Deal must be linked to both a Company and a Contact. Make sure these exist in HubSpot before creating the Deal.

---

#### **Pre-requisites**

✅ The Company is already in HubSpot.  
✅ The Contact you want to quote to is already created in HubSpot.

If not:

- **[Learn how to create a new Contact](https://knowledge.atom.com.au/knowledge/how-to-create-a-new-deal-in-hubspot-for-smartquote-users#creating-a-new-contact)**
- **[Learn how to create a new Company](https://knowledge.atom.com.au/knowledge/how-to-create-a-new-deal-in-hubspot-for-smartquote-users#creating-a-new-company)**

---

#### **Steps to Create a New Deal**

### 1️⃣ Navigate to the Companies Section

- In HubSpot, click on **Companies** in the main navigation menu.

---

### 2️⃣ Find the Company

- Use the **search bar** to enter the company name.
- Click the company name (blue hyperlink) to open its record.

💡 **Tip:** you can use the **ATOM Debtor ID**, to filter companies for faster access.

---

### 3️⃣ Go to Deals in the Company Record

- In the Company record, find the **Deals** panel (typically on the right-hand side).
- Click **+ Add** to create a new Deal.

- [SmartQuote](https://knowledge.atom.com.au/knowledge/smartquote?hsLang=en#main-content)

    - [Creating a Deal](https://knowledge.atom.com.au/knowledge/smartquote?hsLang=en#creating-a-deal)
- [Sales Tools](https://knowledge.atom.com.au/knowledge/sales-tools?hsLang=en#main-content)

    - [Catalogue](https://knowledge.atom.com.au/knowledge/sales-tools?hsLang=en#catalogue)

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