Managing Deals

Create deals, log activities, manage deal information and dashboards, and more.

• Create a New Deal in HubSpot
• Update Deals Directly from Contact Records
• How to Get a CORE Order #
• Add Additional Deal Contacts and Assign Roles
• Edit Company Associations on a Contact or Deal Record
• Removing an Activity/Email Association From a Contact or Deal Record
• BD to AM Deal Hand-Off Process
• Customize Your Deals Dashboard
• HubSpot-CORE Integration Flow Charts