Adding a New HubSpot Deal Pipeline From your Buzz Inbox

It’s easy to create deals straight from your messages.

There are many ways to create and add deals to your pipeline, one of which is through your inbox. Buzz’s clean interface makes it easy for you to send prospects straight to your pipeline!

 

This ensures that you assign the right prospect to the right deal and categorize them in the correct stage. Follow the steps below to create deals straight from your inbox and make sure your prospects are sorted in the right places.

 

1. Head to your inbox from your home dashboard.

2. Select the prospect you want to create a deal from. Then, on the right-hand menu that pops up, scroll down to the bottom.

 

 

3. Click “+Create New Deal” in the bottom right-hand corner.

4. Enter the information for the deal, including its name and stage. The prospect will be automatically added to the deal you create.

5. Finalize your deal and it’ll appear directly in your Pipelines. You can even select whether you want it to be part of your CRM’s pipelines (like HubSpot) or Buzz’s own pipelines.