How to Create a Deal in HubSpot in Xvantage™

Overview:

This article provides the steps on how to create a deal in HubSpot.

Sign in to the HubSpot application.
Open the CRM tab and select Deals.
Select Create deal in the top right corner.
Fill in all text fields in the Create Deals window.
Click the Add line item drop-down menu and choose a product(s) from the product catalog.
Enter the product Quantity.
Click the Create button.
Enter the PnA trigger into the Deal Description field.
The Record ID populates automatically from the initial deal save.
Adjust the Deal Stage to match the PnA trigger.

Select the Activities tab.
Click the Notes tab to view the successful PnA call.
Note: Once the PnA is received, adjust the Deal Stage to Appointment Scheduled to avoid multiple calls.

Choose an Existing Deal or create a new one.
- Existing Deal – Select existing deal and click the Next button.
- New Deal - Select Create a new deal.
Confirm the Contact information included in the quote or Add another contact.
Click the Next button.
Confirm that the Quote Sender is included in the quote. Make sure your Company name is added under Your Information.
Click the Next button.
Confirm the line items.
Click the Add line item tab to add a new line item.
Choose Select from product library or Create custom line item.
Once all products are added, click the Next button.
Confirm the Signature option is included in the quote.
Choose Payment Collection.
Click the Next button.
Adjust the Expiration Date up to 30 days ahead to match Ingram Micro guidelines for this process.
Add the Quote Trigger to the Comments to buyer section.
Click the Next button.
Review the details in the Finalized Quote.
Click the Create button.

Choose CRM in the left navigation pane and select Deals.
Within the Deal Description field, add the Ingram Quote Number generated during the Create Quote process or any Ingram Quote Number.
Click Save.
The Quote Details populate under the Activities Tab.

Open CRM from the left navigation pane and select Deals.
Select an existing deal or create a new deal.
Add the Order Creation Trigger (for example, Sync to Ingram) to the Deal Description.
Click the Save button.

Open CRM from the left navigation pane and select Deals.
Select an existing deal or create a new deal.
Add the Order Details Trigger (for example, Get IM Order Status) to the Deal Description.
Click the Save button.

Open CRM from the left navigation pane and select Deals.
Search for and select the Deal attached to the order you created.
Add the Invoice Details trigger generated during the Create Order process to the Deal Description field.
Click the Save button. The Invoice Details populate under the Activities tab.