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HUBSPOT_UPDATE_GUIDE

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HubSpot Deal Update Guide - Plan Medicare

Deal Name: Nov’25-Plan Medicare-Deal #1
Deal ID: 40397243426
HubSpot URL: https://app.hubspot.com/contacts/47128656/record/0-3/40397243426

Updates Required

1. Deal Amount

  • Current: $5,000
  • Update to: $45,000
  • Property: amount

2. Deal Stage

  • Current Stage ID: 1103130702
  • Update to: “Proposal Sent” or equivalent stage in your pipeline
  • Property: dealstage

3. Deal Name (Optional - Consider Updating)

  • Current: Nov’25-Plan Medicare-Deal #1
  • Suggested: Plan Medicare - Email Automation SOW (Feb 2026)
  • Property: dealname

4. Close Date (Optional)

  • Current: 2026-02-18
  • Consider: Update to reflect expected close date (e.g., 2-3 weeks from SOW send)
  • Property: closedate

5. SOW Document (If Property Exists)

  • Property: statement_of_work_sow_document or similar
  • Action: Upload or link the SOW PDF/Doc

6. Notes/Description

  • Property: description or notes
  • Action: Add note: “SOW sent Feb 2, 2026 - $15K/month × 3 months retainer for email automation”

Step-by-Step Instructions

  1. Navigate to Deal:

  2. Update Amount:

    • Click on the amount field
    • Change from 45,000
    • Save

  3. Update Deal Stage:

    • Click on the deal stage dropdown
    • Select “Proposal Sent” or appropriate stage
    • Save

  4. Add Activity Note:

    • Click “Log activity” or “Add note”
    • Note: “SOW sent to Brian and Jessica on Feb 2, 2026. 45K total. Email automation system - direct Gmail integration.”

  5. Attach SOW (if possible):

    • Look for file attachment or document property
    • Upload the SOW PDF/Doc

  6. Set Follow-up Task:

    • Create task: “Follow up on SOW - Feb 5, 2026”
    • Or set reminder for 3 days from send date

Deal Properties to Check

If these properties exist, consider updating:

  • sow_summary - Brief summary of SOW
  • next_steps_due_date - Set to Feb 5, 2026 (3 days from send)
  • hs_next_step - “Follow up on SOW questions”
  • deal_priority - Set to appropriate priority level

After SOW is Accepted

When deal moves forward:

  • Update deal stage to “Contract Sent” or “Negotiation”
  • Update close date to expected start date
  • Create tasks for kickoff meeting
  • Link any contracts or signed documents

Last Updated: February 2, 2026

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