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DocuSign Envelope ID: 36823DEFA1604E2B89F3F08620F47810Note to copy: The HubSpot Data Processing Agreement is made available at https://legal.hubspot.com/dpa and is incorporated into the HubSpot Customer
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How to fill out update deals in hubspot

01
Login to your HubSpot account
02
Go to the Sales section
03
Click on 'Deals' in the menu
04
Select the deal you want to update
05
Update the deal details such as amount, close date, stage, etc.
06
Save the changes

Who needs update deals in hubspot?

01
Sales representatives who want to keep track of their deals
02
Sales managers who need an overview of the team's deals
03
Business owners who want to monitor the progress of deals
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Update deals in HubSpot refers to the process of keeping track of any changes or progress made on potential sales opportunities within the HubSpot CRM.
Sales representatives, account managers, or anyone involved in managing sales pipelines may be required to update deals in HubSpot.
To fill out update deals in HubSpot, users can simply navigate to the Deals section, select the specific deal they want to update, and edit the relevant details such as deal stage, amount, close date, and notes.
The purpose of updating deals in HubSpot is to provide visibility and transparency into the progress of potential sales opportunities, enabling better decision-making and communication within the sales team.
Information such as deal stage, amount, close date, notes, contacts involved, and any relevant documents or emails related to the deal must be reported when updating deals in HubSpot.
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