How to Create New Records and Update Existing Records on HubSpot CRM

Описание: Learn how to create clean, accurate deal records in HubSpot—and keep them updated—so your pipeline actually reflects reality. In this step‑by‑step tutorial, you’ll see how to add a new deal from the Deals board, choose a pipeline and stage, name it consistently, set amount, close date, type, and priority, and associate the right contacts and companies so all activity rolls up to one place.

Then we’ll update an existing deal using the inline Edit flow, changing properties like amount, stage, close date, and priority as conversations evolve. You’ll learn why small updates matter for forecasting accuracy, workflow automation, and reporting—so sales, marketing, and leadership are all working from the same, trustworthy data.







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