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Create a Sales Opportunity in HubSpot

A Sales Opportunity represents a potential home sale and should be created when a buyer expresses interest in purchasing a home.

There are two ways to create a Sales Opportunity in HubSpot:

  1. During Contact Creation
  2. For an Existing Contact

Option 1: Create a Sales Opportunity During Contact Creation 

During Contact Creation,  there will be a question: "Is this a Sales Opportunity?"

  • Select Yes to automatically create a new Sales Opportunity. 
  • Select No if you are only creating contact records. 

 
After creating the contact, HubSpot will automatically create and associate the Sales Opportunity with the contact.
 

Verify the Opportunity

Once created, the Opportunity will appear in the Opportunities (Deals) section on the right side of the contact record.  The Opportunity may take up to 30 seconds to appear on the contact record. Refresh the page if needed.

 

Remember: Opportunities represent a Community Manager's opportunity to sell a home.

 

Option 2: Create a Sales Opportunity for an Existing Contact

If the contact already exists in HubSpot, follow the instructions in:

Create a New Sales Opportunity for an Existing Contact