HubSpot SOPs
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      UK - Sales Pipeline - Filling Out Main Contact Details

      This guide will tell you about the main contact fields that you will need to fill out when moving a new business deal to Send Contract stage

      Steps:

      1. When moving a new business deal to Send Contract, a form sidebar will pop up on the right side of the screen
      2. You will need to fill out the following required fields in order to move to the next deal stage:
        1. Reporting - Main Contact (Full Name)
        2. Reporting - Email address for Welcome Email & Monthly Reporting
      3. After filling out the required details from the fields above, click Save and the deal stage will successfully move to Send Contract.