Deals

Information pertaining to Deals from creating to maintaining.

• How Do I Create a Deal?
• How to Create a CCNA/MSA/Shortlist Deal
• What Deal Information Needs to be Maintained in HubSpot?
• What Information is Needed to Close a Won or Lost Deal?
• What is the HubSpot Deals vs Deltek Projects Terminology?
• What if I Need to Create a New Project Under an Existing Parent Number?
• How to Create a CM Deals View
• What are the Project Templates?