How to create a professional services deal
Step 1: Find the Ticket to send to Deals
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Go HubSpot.
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Click on CRM, then select Tickets from the submenu and select the ticket that you want to add the deal to.
Step 2: Create a New Deal
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In the Overview Tab within the ticket you have selected, scroll down till you see Deals, then click on the Add button
Step 3: Fill in Deal Details
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Complete the necessary fields, including:
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Deal Name
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Professional Services Pipeline
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Customer Contact
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Company Name
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Due Date (when the work must be completed)
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Professional Services Deal Type
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Priority (is it urgent or is it a 'nice to have' piece of work?)
- Deal description
- Number of hours to complete work
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Step 4: Review Deal Progress
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Regularly check the deal status to monitor:
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Whether the deal has been accepted (you will be made the deal owner when deal is accepted)
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Any updates or feedback
- There is a 'created by user ID' view which you can add to easily see the deals you are associated to
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Step 5: Update Deal Stage
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Once the work is completed:
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Update the status of the deal to Work Completed
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This alerts the Quotes Team to proceed with billing or next steps
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Below is a video for you to see this process in action
https://www.loom.com/share/cd9030c38fa34a63822ed12cef956aae?sid=abf692ea-3031-454d-9c23-82debe114eac