---
title: How to manage Promotions
description: Learn how to quickly create promotions and associate them with deals in HubSpot CRM.
---

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June 5, 2025

# How to manage Promotions

## How to Create Promotions and Associate Them with Deals in HubSpot CRM

### ***How to associate a promotion with a deal?***

To associate a promotion with a deal:  
1\. From the left sidebar menu, select **CRM**, navigate and click on **Deals** under CRM.  
2\. Search for and open the deal record in HubSpot that you want to associate with a promotion.  
3\. Scroll down to locate the **Promotions** section.  
4\. Click the **Add** button.

![Screenshot 2025-06-05 at 3.42.45 PM](https://help.newhavenmortgage.com/hs-fs/hubfs/Screenshot%202025-06-05%20at%203.42.45%20PM.png?width=640&height=348&name=Screenshot%202025-06-05%20at%203.42.45%20PM.png)

5\. In the pop-up window, select **Add existing**, search and select the promotion you want to associate. 

![Screenshot 2025-06-05 at 3.46.57 PM](https://help.newhavenmortgage.com/hs-fs/hubfs/Screenshot%202025-06-05%20at%203.46.57%20PM.png?width=642&height=348&name=Screenshot%202025-06-05%20at%203.46.57%20PM.png)

6\. Click **Next**, then **Save**.

![Screenshot 2025-06-05 at 3.51.28 PM](https://help.newhavenmortgage.com/hs-fs/hubfs/Screenshot%202025-06-05%20at%203.51.28%20PM.png?width=629&height=341&name=Screenshot%202025-06-05%20at%203.51.28%20PM.png)

7\. The promotion will now be linked to the deal.

### ***How to create a new promotion?***

           1. Log into your HubSpot CRM

2\. From the left sidebar menu, select **CRM**.  
3\. Navigate and click on **Promotions** under CRM.![](https://help.newhavenmortgage.com/hs-fs/hubfs/image-png-Jun-04-2025-03-13-47-0700-PM.png?width=670&height=391&name=image-png-Jun-04-2025-03-13-47-0700-PM.png)

4\. Click on the **Create promotion** button at the top right corner.

![Screenshot 2025-06-03 at 8.29.22 PM](https://help.newhavenmortgage.com/hs-fs/hubfs/Screenshot%202025-06-03%20at%208.29.22%20PM.png?width=670&height=363&name=Screenshot%202025-06-03%20at%208.29.22%20PM.png)

5\. Enter details for your promotion, including Promotion Name, Promotion Start Date, Promotion End Date, Promotion Entered By and Promotion Type.  
6\. After entering all necessary details, click on the **Create Promotion** button.

![Screenshot 2025-06-03 at 8.29.58 PM](https://help.newhavenmortgage.com/hs-fs/hubfs/Screenshot%202025-06-03%20at%208.29.58%20PM.png?width=670&height=363&name=Screenshot%202025-06-03%20at%208.29.58%20PM.png)

Once the promotion is created, the Promotion Details page will be displayed, allowing you to view the related properties and associations.

 

 

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