HubSpot Deals tutorial - How to use HubSpot deals & sales pipelines

My course on HubSpot Deals - learn.thalitam...
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Tutorial timestamps:
00:20 - What is a HubSpot deal?
01:36 - What is a deals pipeline, and how do we use them?
02:00 - Creating a HubSpot deal
03:20 - Deal stages
03:55 - How to customize deal stages
01:12 - Mandatory & optional properties at deal creation
05:13 - The importance of associating deals with contacts and companies
07:39 - Copying the Activities log when associating records
08:31 - The deal profile
10:20 - Important deal properties
11:37 - Want to learn how to use HubSpot for Sales?
HubSpot Deals is a powerful feature that enables businesses to manage their sales processes efficiently. Deals are essentially a way of tracking the progress of a potential sale or a customer through the sales funnel.
With HubSpot Deals, businesses can easily create deals for each potential sale, associate them with a contact or company in their CRM, and track their progress as they move through different stages of the sales process.
Each deal includes important information such as deal amount, deal stage, and close date, which helps businesses stay on top of their sales pipelines and make informed decisions to close more deals.

[@itsjmmariano]

Love this video Thalita. Thank you.

[@user-uj6rp6oe1n]

Hi Thalita, good job in presenting clearly the concepts around creating deal records in Hubspot. I will recommend your channel to my team to reinforce their Hubspot training.

[@thalita_milan]

Thank you for your kind words and recommending my channel!

[@robertotaglioretti787]

I want to congratulate you for the excellent video explanation. Although my English is rusty I could understand well, so congratulations for your dialectic. Clearly I can't fail to say that the quality of the video helps a lot in following the steps. Compliments. Robert

[@thalita_milan]

Thank you very much!

[@HubSpotHacks]

Great video! Deal stages are so valuable!!

[@thalita_milan]

Thanks, team!

[@okonvictor8711]

When exporting the deals data from hubspot how can the changes in the deal stage be tracked? Outside of the activity tab. For example I want to see how a deal went from deal created to another stage when I export the data from hubspot

[@rachelann8275]

Deal properties starts at <a href="#" class="seekto" data-time="622">10:22</a>

[@matheusdacosta4361]

✨👏🏼👏🏼👏🏼👏🏼👏🏼👏🏼👏🏼

[@user-og9gv2wx1e]

I NEED HELP WITH THIS SYSTEM, DOD YOU KNOW SOMEONE WHO CAN GIVE ME THIS SERVICE?

[@thalita_milan]

Hey, if you need help with HubSpot, check out my courses www.thalitamilan.com/my-courses

[@beckchen7113]

How do I bulk add deals into my sales pipeline? I'm on free plan.

[@thalita_milan]

That would be through a list import, same thing as we do with contacts (see more here knowledge.hubspot.com/crm-setup/set-up-your-import-file) scroll down to where it says: deals spreadsheet

[@dono490]

Thank please with regards to Saara as a contact I noticed here name and username are displaying her email address. Please can you let me know how I can stop with from happening with my sales staff.

[@thalita_milan]

if you import/add a contact without name, typically this will happen by default. You can manually change the name field, but to avoid headaches, make sure First Name is always a default field in your imports, forms, and when manually creating contacts