How to create a deal in HubSpot and how to associate it with a KapQuote

This step-by-step guide provides clear instructions on how to create a deal in HubSpot and associate it with a KapQuote. It covers essential details such as required fields, pipelines, deal stages, amounts, dates, next steps, and deal ownership. The guide also includes instructions for both creating a new quote and linking an existing quote to a deal. Cheryl Parker | 72 Steps | 4 minutes