- Click on Sales, then Deals.
- Click on the deal to be added as an intake in RFPIO.
- Scroll down on the right-hand navigation pane and click on Actions, then Create Intake.
- Complete the intake form.
- When finished filling out the intake details, click Create.
Viewing the HubSpot Intake in RFPIO
Once the intake form within HubSpot is complete, the newly created intake will appear in RFPIO. To view the HubSpot intake:
- Click on Intake from the left-hand navigation menu. The intake will appear in the list with an icon indicating the intake came from HubSpot.