HubSpot Ideas


Create a New Contact whilst Creating New Deal!

We find our Sales Team creating a New Deal, then often realising that the Contact isn't yet on our databse. So they have to cancel the creation, to set up a new contact, then go back to create a new Deal.


It would be extremely benifical if we were able to Create New Contact within the Create Deal form, similar to the function Add+ when associating records.

2 Replies

They can create the Deal and then create the Contact from within the Deal Record.


Love this idea! We certainly have a use for this.