How to Create a New Deal from KapQuote or Link an Existing Deal to a Quote from within Sales Web

This guide provides a straightforward process for creating a new deal from a KapQuote or linking an existing deal to a quote within SalesWeb, streamlining your sales workflow. By following the steps outlined, users can efficiently manage their deals and quotes in HubSpot, ensuring accurate customer tracking and sales reporting. The guide emphasizes the importance of correctly entering customer information and deal specifics, which helps in maintaining organized records and improving sales communication.