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Managing Deals in HubSpot

Academy Video
3 Videos | 20 Minutes

This lesson will guide you to closing sales with confidence using effective deal management, automation, and quote creation. - Managing Deals in HubSpot

Using Workflows in Your Sales Process

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4 Videos | 54 Minutes

This lesson covers several examples of workflows that make life easier for your sales team and that also give you better, more reliable data on your customers. - Using Workflows in Your Sales Process

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Create a deal using a workflow

Also included in this knowledge base article: Customize how deals are created! Learn how to: Set the properties that appear when users create deals & set defaults for creating new deals.

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Peter____Jones on January 16, 2026
I'm testing some workflows currently, and the record is clearly enrolling as I can see the updates on the record going through the workflow. However, it isn't showing on the enrollment history, performance stats or action logs on the workflow itsel read more
0 upvote
1 Reply
Hall of Famer | Partner
January 17, 2026
Hi @Peter____Jones , Could you confirm that you do not have any filters accidentally applied to the enrollment history or action log? It's eas...read more
cclark2 on January 16, 2026
Hello, we currently have our domain on the never log list within , however we recently implemented Hubspot help desk and notice our IT replies from outlook are not showing on the ticket. Since this email comes from this domain is this why the repli read more
0 upvote
1 Reply
Hall of Famer | Partner
January 17, 2026
Hi @cclark2 , Yes, that might be the reason, see here: https://knowledge.hubspot.com/inbox/manage-your-allow-and-deny-list email add...read more
darveesh on January 16, 2026
Any one know how to make a pipeline coverage report? it requires access to the deals and goals data sources. The Forecast page shows the coverage value so it's calculating it but I want to put that number in a report. The Single Object report can read more
0 upvote
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Stacks42 on January 16, 2026
I have been merging contact records via the Data Quality tool, and now I have boatloads of contacts with multiple open lead records! What do I do?? Is there an easy way to clean up and manage these duplicate leads? Thanks.
Hall of Famer | Partner
January 17, 2026
Hi @Stacks42 , As far as I know, this is currently not possible natively and neither do integrations like Koalify, Insycle, or Dedupely suppor...read more
md2727 on January 16, 2026
Here’s a cleaner, more professional version with better flow and clarity: --- Hi all, Quick question. I’m running into an issue with duplicate company records that I’d like to deduplicate. The challenge is that our SFDC integration needs to rem read more
0 upvote
1 Reply
Hall of Famer | Partner
January 16, 2026
Hi @md2727 , Koalify supports this 🙂 https://koalify.io/blog/how-to-manage-duplicate-contacts-and-companies-with-the-hubspot-salesforce-in...read more
FGatti9 on January 16, 2026
Hello All. I need to create reports about pipeline overview by stages daily, weekly and monthly. I keep stumbling upn the same problem: there is not a date range not connected to a date property - meaning I can only see deals created daily, weekly, read more
0 upvote
6 Replies
Participant
January 16, 2026
I'll follow up about this this the support if they ever reply to me, because that is not what I see on my reports.

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