1. Go to Sales > Deals
2. Click on Create deal
3. Type "Class Name - Organization"
4. Click on Close Date
This is the due date if there is a deadline.
5. Assign yourself the Owner
6. Click on Deal type and choose "Custom Class Registration"
7. Add the Contact
8. Add the company
9. Check Add timeline activity from Bridgerev to this deal starting from …
This is so any correspondance before the deal was made can be recorded.
10. Click on Create.
11. You will be redirected to the deal page. On the right column under Line Items, Click on + Add
12. Click on Create custom line item
13. Type "Class Name - Organization"
14. Choose Product Type - "Custom Class"
15. Input the Tuition per student
16. You can also input the cost per student if you want margin reporting
17. Choose billing options.
99.99% of registrations will be One-time
18. Leave as At payment.
This means it is due up front.
19. Click on Save
20. Change the quanity to the number of students
21. To discount the tuition only, enter the discount amount in the Unit Discount field.
This is a per student discount, not an overall discount.
22. Type "10"
23. To add Books and Supply fees, click Add line item
24. Click on Select from product library
25. Type "Books"
26. Check the box
27. Click on Add
28. The number of Books must match the number of tuition.
You can also edit the price in the unit price field.
29. Click on Save
30. Click on Update deal amount
31. Click on Back to deal
32. The next step is to create a quote/invoice we can send the organization. Click on + Add in the quotes section.
33. Change the due date to what you need it to be.
34. Add any comments
35. Add in any terms
36. Click on Next
37. Verify purchaser information
38. If you need to add another contact, click Add another contact
39. This is what it should look like so far
40. Click on Next
41. Verify your as the Rep's information
42. Click on Next
43. Review Line Items and pricing to ensure they are correct.
44. Click on Next
45. Choose Signature options
You must have a paid Sales seat to use an e-signature.
46. Choose Payment method.
You must have a paid Sales seat to accept HubSpot Payments.
47. Click on Next
48. Click on Publish quote
49. Copy the link to the quote.
50. Click on Write email with quote to send an email from HubSpot
51. Click on Enter or choose an email address
52. Write your email
53. Choose your from address
54. Optional: Check Create a task to follow up:
55. Optional: You can schedule the email to send at a certain day and time.
56. Click on Send
57. To view the Quote, just click on it's name in the Quotes card on the right.
59. e-signature and Payment options will show at the bottom, if you have a Sales seat and enabled them.
Once the contacts signs the quote, you will be notified and the deal marked won. After it is paid, you will receive another notification.
60. The contact can also download a pdf version for their record keeping needs.
