Deals

Information pertaining to Deals from creating to maintaining.

• How Do I Create a Deal for a Billable Project?
• How to Create Marketing Project Numbers for CCNA/MSA/Shortlist/Prequal/Multi-Project RFQ Deals
• 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?