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Create CPPO

Easily create CPPO using the Suger App within your HubSpot Console.

Overview​

After adding the Suger App to your HubSpot Console, you can quickly create CPPO from deals using the app with ease.

Create an CPPO​

  1. Navigate to the deal's detail page and click the "Suger" tab at the top of the page.
  1. Locate and click the "CPPO" button.
  1. Choose the product on which the CPPO will be based.
  1. Complete the required fields in the form. Note that the required fields may vary depending on the type of CPPO.
  1. Once all necessary information is filled in, submit the form to create the CPPO.
  1. You are all set!