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Amount on Deal

The field "Amount" on a Deal in HubSpot will be linked to the Total Amount in the Enterprise quote at the Deal stage "Quote sent".

When you first create a Deal in HubSpot you need to fill out the field "Amount". At this stage this is a qualified guess from you as a Sales Rep regarding what you think the quote/order could land on.

After the quote has been created and sent (from pop-up Enterprise) or you have used the "Update amount", the "Amount" field will be updated with the Total Amount from the quote.

The "Amount" field is updated when:

  • a quote is emailed (from pop-up Enterprise or Enterprise)
  • when you change master quote
  • when you use the "Update amount".
  • you close the pop-up Enterprise window
NOTE: It is NOT updated if you only change/add articles to the quote in Enterprise. 

If you have more than one quote you will see a * next to the quote which is the master quote ie which is linked to the "Amount" field.