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How to Update a Contract Record

Step-by-step: finding the deal, editing fields, moving stages, and adding notes or attachments.

Overview

Keeping contract records current in HubSpot ensures that all staff have accurate information about each LIA's contract status, key dates, and compliance history. Follow these steps any time a contract changes stage, a document is executed, or a deadline is updated.

Steps to Update a Contract Record

  1. Go to CRM > Deals in the top navigation bar.
  2. Find the contract. Use the search bar to look up the LIA name, or use the filter button to narrow by pipeline (select Contract Lifecycle Management).
  3. Open the deal record by clicking the deal name.
  4. Edit properties in the left panel. Click the pencil icon next to any field to update it. Common fields to keep current include Contract End Date and any compliance-specific fields.
  5. Move the deal stage by switching to board view and dragging the card to the new stage, or by editing the Stage field directly in the properties panel.
  6. Log a note by scrolling to the Activity section and clicking the Note tab. Record what changed and why. This creates a permanent audit trail.
  7. Attach documents by scrolling to the Files section on the deal record and uploading the relevant file.

Best Practices

  • Always log a note when you change a deal stage. Include the date of the change and a brief reason.
  • Keep contract end dates current. Outdated close dates cause deals to fall off deadline tracking views.
  • If a contract is amended, attach the amendment document and note the change in the Activity section.