When you try to sell a product or service to a customer it is very important to add it to the deals tab. This also you to sort your bet leads and focus and converting.
To add a deal you must select new in the deals tab.
This pop out will apear
By default, HubSpot includes a sales pipeline with seven deal stages:
Here it is important to change the deal name, set the amount and Deal type ( new or existing business )
The deal stage goes as follows the default “Appointment scheduled” should be left but can be updated as the deal goes ahead.
When a deal is created you it will create a deal dashboard that is somewhat similar to the Customer Dashboard.
All your details can be found in Sales -> Deals on the top navbar