A brief guide to your HubSpot Deal Home

In HubSpot, a deal record is used to store and manage information on ongoing sales transactions with potential customers. A deal is tracked through pipeline stages.

All your deals are displayed in the deal home. You can:

you can view deals in a table format or a board format;
filter deals based on their property values;
create and save views;
bulk edit deals and also delete them.

Manage the deals

Go to Sales > Deals in your HubSpot account.
In the upper right:
- Actions: click to make changes to your deals.
  - Edit properties: select to edit your deal properties.
  - Restore deals: select to restore certain deleted deals.
  - Add pipeline automation: select to automate tasks when a deal moves to a new stage.
  - Sales Analytics: sales analytics will be opened in a new tab.
- Import: click to import records. You can import new records, import to bulk update existing records, or import to bulk associate records.
- Create deal: click to manually create a new deal.

View the deals

Go to Sales > Deals in your HubSpot account.
Your deals will be displayed in a table and will be sorted so the most recently created deal will be at the top by default.
To locate a specific deal, You can search for the deal in the search box.
Click the name of the deal to access the deal information.

Customize the table

Customize the table where your deals appear.

If you're in the board format, switch to the table view by clicking the table icon in the upper left.
To edit the properties shown in the table:
- Click Export view to export the particular view. In the new box, select the file format and click Export.
- Click Table actions on the right and select Edit columns from the dropdown

- - Select the properties you want to appear in the table from the left side.
  - Drag and drop properties to the right side. You can arrange them to how you want them to appear in the table. Click x to remove a property.
  - Click Save.
Click, hold, and drag the edge of the column to resize the columns.
Click, hold, and drag the drag-handle of the column to re-arrange the columns.
Click the property name at the top of the table, to sort the records using property values.

Customize the board

If you are in the table format, switch to the board view by clicking the board icon in the upper left.
Only deals in a specific deal pipeline are shown in the board view.
To edit the properties shown in the board view, click Board action on the left.
- To sort the records: click Sort from the dropdown. Click the dropdown Priority and select the property to sort by. Next, click the dropdown Sort by to determine the order.
- To export view: click Export view to export the particular view. In the new box, select the file format and click Export.
- To update the pipeline stages: click Edit stages. It will bring you to the deal settings. There you can drag and drop pipeline stages to the preferred location.
- To choose the card style: to choose the card style means to choose the style in which you want your deals to display, click Edit card. Choose the card style and click Save.
To view and work on a record, click the name of the record. The view will open on the right side.

View a specific subset of the deal records

In your deals home, you can save sets of filters as a view. This way, you don't have to set them up again and access them through the tabs.

To change views on the deal records:
- In the table format: click the tab that you want to view.
- In the board format: click the second dropdown at the top of the page and select the view you want.
To add a new view:
- In the table format: click Add view to add a view.
- In the board format: click the second dropdown at the top of the page and select Create new view.
To view all available views for your user:
- In the table format: click All views.
- In the board format: click the second dropdown at the top of the page and select All views.