General

• Connect E-Mail with HubSpot
• Connect Calendar with HubSpot

Deal Stages:

• New Lead / to be contacted (→ pls call / send email)
• Called / Mail sent (→ pls schedule Meeting)
• Meeting scheduled (→ pls request defined)
• Request defined & understood (→ pls create proposal)
• Create proposal (→ pls check & send proposal)
• Proposal checked & sent (→ wait for confirmation & signature)
• Won & proposal accepted
• On hold
• Lost

Abstract of the process

1. New contact is added to the CRM via lead form
   1. Required properties need to be filled in
   2. Additional properties can be added
2. Depending on which properties, a Deal in HubSpot is created
   1. Status: New Lead
   2. Owner is assigned based on the property in the lead form