Create a New Sales Opportunity for an Existing Contact

Step 1: Open the Contact Record

In HubSpot, search for and open the existing contact record.

This is the person the new Sales Opportunity should be associated with.

Step 2: Add a New Opportunity

In the right hand column, find the Opportunities (Deals) section. Click + Add

Step 3: Enter the Opportunity Information

Fill out the required opportunity details.

You do not need to manually set the deal name. The system will automatically rename the opportunity using this format:

Last name, First name of buyer | Community

Step 4: Set the Association Label

Before saving, make sure the correct Association label is selected.

The Association label identifies the contact’s relationship to the Sales Opportunity, such as buyer, co buyer, or another applicable role.

Step 5: Save the Opportunity

Review the information, then save the new Sales Opportunity.

Once saved, the opportunity will be associated with the existing contact record.