How do I create a deal in HubSpot for a newly filled job and a Tier 1 client?

Step 1: Confirm that the job has been filled. Deals should only be created for filled roles.

Step 2: Open the Filled Job email notification and add the filled job label.

Step 3: Locate and copy the Company ID number.

Step 4: Open the VPM Admin platform.

Step 5: Navigate to the Companies section. Once you click here it will dropdown to overview and companies; then click companies.

Step 6: Paste the Company ID into the search bar and open the company profile by clicking on the company name.

Step 7: Verify the company's Tier status.

Step 8: If the company is Tier 1 (a new client), proceed with creating a new deal. (Skip to creating the deal in HubSpot).

Step 9: A company might be new and immediately fill 2 jobs, and in this case a new deal also has to be created.

Step 10: If the company is not Tier 1, do not create a new deal to avoid duplicates.

Creating the Deal in HubSpot

Step 1: Click on the Company Name inside Admin and copy the Owner’s email address.

Step 2: Open HubSpot.

Step 3: Paste the owner's email into the HubSpot search bar and open the contact record.

Step 4: Scroll to the Deals section.

Step 5: Click the '+' icon to create a new deal.

Required Deal Fields:

Deal Naming Convention: Company Name: First Name + Last Name (Go back to the email and copy and paste the company name and owner’s first and last names).

• Pipeline: Deals should always be created in the Account Manager pipeline.
• Tier: Check admin for the tier stage; make sure it is tin, bronze, silver, gold, platinum, or diamond and then select the correct tier.
•  Deal Stage: Set according to the company’s Tier stage.
• Deal Creation Date: Enter the date that the VA was hired.
• Close Date: Set to clear.
• Associate Label: set to ‘All Time’ for contact and company records.

Create deal.