How to set up deals?

-From the left side menu choose 'Deals'

-Create a deal

-Deal name: Point  Company name and service we offer

-Select the correct Pipeline 

-Select the correct Deal stage

-Select Deal owner 

-Select Deal type ( New, Existing business; Freebie or HubSpot sale only 

-Associate Deal with: Contacts (select from dropdown menu who is the person linked to the deal), Company ( select from dropdown menu which company is associated with )

-Create

- Add price ( if there is any discount) and Line item