How to Create and Manage Deals/Carts in HubSpot

Learn how to create a new deal from a contact record, fill out pipeline details, and manage deal stages using the Kanban board in HubSpot CRM.

June 15, 2026 By Princess Ceballos

This guide demonstrates how to create a new sales deal from a contact record and track its progress through the sales pipeline. Completing this workflow ensures your sales opportunities are accurately logged, tracked, and progressed toward a successful close.

This process is intended for sales representatives and account managers who need to capture new business inquiries and track active deals in their daily CRM workflow.

To successfully log and progress a new sales opportunity, you can create a deal directly from an existing contact's record.

Step #1: Open Hubspot Browser. Click Contacts in the left-hand navigation menu to open your CRM contacts list. — Open Hubspot Browser. Click **Contacts** in the left-hand navigation menu to open your CRM contacts list.

Step #2: Search contact by name , email, or phone number. Then select the desired contact by clicking on their name (e.g., Ashley Davis) to open their detailed record. — Search contact by name , email, or phone number. Then select the desired contact by clicking on their name (e.g., Ashley Davis) to open their detailed record.

Step #3: In the right-hand sidebar, locate the Deals section and click Add to open the deal creation panel. — In the right-hand sidebar, locate the Deals section and click **Add** to open the deal creation panel.

4

Fill out the necessary deal information in the slide-out panel.

Deal Property	Description	Example
Deal name	A clear, descriptive title for the opportunity.	Floor Kit Inquiry
Amount	The estimated monetary value of the deal.	765.00
Deal owner	The team member responsible for managing and closing the deal.	Nick Hetterscheidt
Deal type	The category of the opportunity.	New Business
Priority	The urgency or importance level of the deal.	Medium

Step #5: Click Create at the bottom of the panel to finalize and save the new deal. — Click **Create** at the bottom of the panel to finalize and save the new deal.

The deal is now actively associated with the contact and added to your sales pipeline.

Managing Deal Stages

Once created, you can track the deal's lifecycle on your main sales board.

Step #6: Click Deals in the main navigation menu to open the Kanban board view. — Click **Deals** in the main navigation menu to open the Kanban board view.

Step #7: Drag the deal card across the columns to advance it through the pipeline stages, from Inquiry, to Cart Sent, all the way to Closed Won or Closed Lost. — Drag the deal card across the columns to advance it through the pipeline stages, from **Inquiry**, to Cart Sent, all the way to **Closed Won or Closed Lost**.

Q: How do I associate a new deal directly with a specific contact?

A: In Hubspot Navigate to the contact's record first, then use the "Add" button in the Deals section of the right-hand sidebar. This automatically links the new deal to that contact without needing to link it manually later.

Q: Can I change a deal's stage without opening its full record?

A: Yes, in the Deals board view, you can simply click and drag the deal card from one column to another to quickly update its pipeline stage.

Term	Definition
Deal	A trackable sales opportunity or potential transaction actively being worked within the CRM. Visible to the team only
Pipeline	A visual representation of your sales process, divided into progressive stages that deals move through.
Kanban Board	A visual dashboard layout where items are represented as cards organized in columns by their current status.