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:
Steps to Create a New Deal
1️⃣ Navigate to the Companies Section
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In HubSpot, click on Companies in the main navigation menu.
2️⃣ Find the Company
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Use the search bar to enter the company name.
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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
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In the Company record, find the Deals panel (typically on the right-hand side).
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Click + Add to create a new Deal.