- Deal Name, because you have to know this in order to find the deal in the CRM.
- Contact, because if you forget to add the contact, the deal will be meaningless.
- Close date, because if you forget to select a close date, your commission will be calculated incorrectly.
- Amount, because the value of the deal will help you prioritize at the end of the month.
Contact, company, and deal records A Gmail or Outlook inbox HubSpot’s mobile app All of the above