# Deals |Hubspot

Viewport: 1920x847.5 @1.25x

1. step_01 [image] - Navigate to your HubSpot dashboard and locate the 'Create deal' button. Click on it to begin the process of creating a new deal.
   - description: Click Create Deal Button
   - target: (1424, 91), rect: top=64 left=1389.050048828125 width=98.95000457763672 height=31.600000381469727
   - image: https://cdn.layerpath.com/cmbaqb5fv00hrl807k7az708m/cmbhg7gh100qyjs07sv3mv5c1/cmbhg7om8000w033o9dw9zajm.png
2. step_02 [image] - From the available options, select the deal pipeline that best fits the nature of the deal you are creating.
   - description: Choose a Deal Pipeline
   - target: (950.8235294117658, 277.52942758863594), rect: top=274.32501220703125 left=986.7999992370605 width=462 height=26
   - image: https://cdn.layerpath.com/cmbaqb5fv00hrl807k7az708m/cmbhg7gh100qyjs07sv3mv5c1/cmbhg7ylj000y033o2vz1k0n8.png
3. step_03 [image] - Choose your Deal Stage from the dropdown menu. This helps in tracking the progress of your deal within the pipeline.
   - description: Select Deal Stage
   - target: (1089, 379.0000377061632), rect: top=365.125 left=986.7999992370605 width=181.1125030517578 height=20
   - image: https://cdn.layerpath.com/cmbaqb5fv00hrl807k7az708m/cmbhg7gh100qyjs07sv3mv5c1/cmbhg80qb0011033olw6pu2zd.png
4. step_04 [image] - Input the monetary value of the deal. This is important for revenue tracking and forecasting.
   - description: Enter Deal Value
   - target: (937.6471098217932, 445.76471808938425), rect: top=443.5249938964844 left=976 width=504.8000183105469 height=40
   - image: https://cdn.layerpath.com/cmbaqb5fv00hrl807k7az708m/cmbhg7gh100qyjs07sv3mv5c1/cmbhg836m0014033ohk42o0cq.png
5. step_05 [image] - Select the owner of the deal. This will typically be the person responsible for managing and closing the deal.
   - description: Assign Deal Owner
   - target: (933.4705287541985, 258.0000369538483), rect: top=255.9250030517578 left=986.7999992370605 width=462 height=26
   - image: https://cdn.layerpath.com/cmbaqb5fv00hrl807k7az708m/cmbhg7gh100qyjs07sv3mv5c1/cmbhgjz8h00003575tzxj5pc4.png
6. step_06 [image] - Choose the Deal type from the options: New Business or Existing Business. This categorizes the deal for better segmentation.
   - description: Set Deal Type
   - target: (1036, 275), rect: top=274.32501220703125 left=986.7999992370605 width=462 height=26
   - image: https://cdn.layerpath.com/cmbaqb5fv00hrl807k7az708m/cmbhg7gh100qyjs07sv3mv5c1/cmbhg8f4x001d033obov6re4z.png
7. step_07 [image] - Indicate the priority level of the deal (e.g., High, Medium, Low). This helps in prioritizing your efforts.
   - description: Set Deal Priority
   - target: (946.3528901782068, 373.0000377061632), rect: top=362.32501220703125 left=986.7999992370605 width=462 height=26
   - image: https://cdn.layerpath.com/cmbaqb5fv00hrl807k7az708m/cmbhg7gh100qyjs07sv3mv5c1/cmbhg8hp2001g033otbdt2d46.png
8. step_08 [image] - Once all required fields are filled out, click the 'Create' button to finalize and create the deal.
   - description: Click Create Button
   - target: (942.4191780821917, 618.3752911156896), rect: top=624.7999877929688 left=1000.8000030517578 width=46.45000076293945 height=17.600000381469727
   - image: https://cdn.layerpath.com/cmbaqb5fv00hrl807k7az708m/cmbhg7gh100qyjs07sv3mv5c1/cmbhg8sox001p033opvkgdn2a.png

Source: https://share.layerpath.com/share/cmbhg7gh100qyjs07sv3mv5c1/tour