Inbound & Down

Question of the Day

Published November 04, 2019

What is a deal record?

  1. A record generated by HubSpot once a deal closes.
  2. A method used to track how far along a prospect is in the sales process.
  3. A promotional price on a vinyl record.

The Answer is B.

A deal record is typically created by a salesperson within a company as a simple, highly effective method of tracking how far along a prospect is in the sales process.

These records can be associated with either a contact or a company, and help to provide a streamlined view—available in HubSpot via a board or list display—of what stage each potential customer is at during any given point in the process.

Deal records can also be set up to trigger certain events, such as a notification to the billing department, a thank you email, as well as a host of other customizable actions.  

 

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