Deals

Soundspace uses deals in Hubspot to manage and track sales opportunities for contacts and companies.

Creating Deals

• Go to Deals in Hubspot

• Click the "Create Deal" button

• Name the deal and select the associated contact or company

• Set the deal stage and amount

• Save the deal

Adding Line Items

• Go to the desired deal's profile in Hubspot

• Click on the "Line Items" section

• Add a new line item and select the appropriate product or service

• Set the line item value

Managing Deals

• Go to Deals in Hubspot

• Use the deals management tools to view, edit, delete, or export deals as needed

• Monitor the deals pipeline and update as necessary to ensure accuracy and relevance

Advancing Deals

• Go to the desired deal's profile in Hubspot

• Update the deal stage to reflect the current status of the sales opportunity

• Set the deal amount as necessary

Using Deals

• Deals can be used for sales tracking and reporting, as well as for commission calculations for salespeople.

• Deals can also be used in workflows and reports to monitor the sales pipeline and identify areas for improvement.

Benefits of Using Deals in Soundspace

• Improved tracking and management of sales opportunities

• Accurate commission calculations for salespeople

• Better visibility into the sales pipeline for sales management and reporting

• Improved efficiency and organization in the sales process.