RevPartners

Need to create a new deal in HubSpot but not sure where to start? In this quick tutorial, we walk you through the exact steps to create a deal inside HubSpot CRM — perfect for RevOps teams, sales reps, and CRM admins looking to streamline their pipeline management.

You’ll learn:

How to manually create a deal

Where to assign deal stages

How to connect contacts and companies

Tips to keep your pipeline clean and accurate

⏱️ Chapters
00:00 – Why Creating Deals Properly Matters
00:18 – Where to Find the Deals Tool in HubSpot
00:45 – Creating a New Deal (Step-by-Step)
01:22 – Adding Associations: Contacts & Companies
01:52 – Assigning Deal Stage and Owner
02:15 – Pro Tips for Pipeline Management
02:45 – Final Thoughts

Whether you're in sales, marketing, or ops — this is the foundational skill you need to build a better funnel.

💡 Is your CRM a mess of outdated domains and irrelevant companies? In this video, we walk through a real 3,000+ company list and show you how to validate, enrich, and qualify leads using Clay, HubSpot, and Claygent. Whether you're in sales, marketing, or RevOps, clean lists = clean pipeline.

Struggling with duplicate records in HubSpot? In this quick and practical guide, we walk you through how to identify, review, and merge duplicate contacts and companies in your CRM. You'll learn how to:

✅ Navigate to the Manage Duplicates tool
✅ Set up deduplication rules and filters
✅ Choose a master record and retain critical data
✅ Maintain clean data moving forward

Whether you're cleaning up a cluttered database or setting up scalable processes, this tutorial has you covered.

👉 Need help implementing this? Drop your questions in the comments!

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