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APP Process - How To Add Company To A Deal
To add the company name to a deal.
Mission of the Past Employee Status Update
To add the company name to a deal.
Desired Outcome of APP Process - How To Add Company To A Deal
Updated Hubspot Deals.
Unacceptable Actions For Past Employee Status
- Not updated Company Name in the Deal
APP Process - How To Add A Company To A Deal
- Go to the email notification then Click View In Hubspot.
- It will open a New Browser with Deal Page in Hubspot.
- Copy and Paste the Company under the Name of the Associated Contact.
- Under Company Click +Add
- Go To Add Existing
- Select the Company, Then Click Next.
- Then Save
VIDEO ON HOW TO ADD COMPANY TO A DEAL: