Navigating Through Deals

Last Updated: June 10, 2025

1. Log into HubSpot
2. Navigate to CRM > Deals
3. Ensure you are in the Sales Pipeline via the drop-down menu
   1. If you are not, use the drop-down menu to select Sales Pipeline.

1. To locate deals for a respective country, use the Deal Owner filter and filter based on country broker email address.

1. Use the Advanced Filters to filter more, like filtering for Brand. 
2. Click on Advanced Filters, where a pop-up menu will appear on the right-hand side of your screen. 
3. Use the Search bar to search for more properties to filter.
   1. To filter by Brand, search Business Units and select the respective Brand(formally Business Units).