A Deal is a potential engagement. This is what we talk about with our Leads. A Lead is a person, while a Deal is the work to be done.

We track our Deals in Hubspot. Each Deal has an “Owner” who is the person accountable for pushing the Deal forward. The Deal Owner is responsible for keeping the Deal up to date in Hubspot. As much as possible, track your activity so that it is collected nicely into Hubspot.