Using contacts as deals

New Member

I'm looking for a CRM for a direct sales business where there is no company name, just an individual contact who is a prospect. I would like each contact to be a "deal". Is there a bulk way to move people I have reached out so that they show up in the sales funnel as deals? I figured out how to take a contact and add them to a deal, but I'd like it to just default to the deal name as the contact name. Is there an easy way to do this in Hubspot or do you recommend a different CRM?

1 Reply 1
Community Thought Leader | Diamond Partner

Hi @jenbsaxton


You may be able to achieve what you are looking for with the workflows feature of the new HubSpot Sales Professional - these can automate the creation of a deal and you should be able to copy some data from the contact record to the new deal too. 


Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies