Link a Company and Brand Contact
If you created a Deal without linking a company or Brand Contact, you can add them later.
There are two ways to do this.
Option 1: Link from the Deals Table
The quickest method is directly from the Deals table.
- Locate the Deal you want to update.
- Double-click the Brand/Agency field.
- Begin typing the name of the company.
- Select the appropriate company from the populated list.
- Once the company is selected, a dropdown will appear under Brand Rep.
- Select the appropriate Brand Contact.
The Deal will now be connected to both the company and representative.
Important
The company and Brand Contact must already exist in your CM Hub database before you can link them to a Deal.
If they haven’t been added yet, create the company and Brand Contact first and then return to the Deal.
Option 2: Link from Edit Campaign
You can also connect a company and Brand Contact through the Deal’s Edit Campaign window.
- Navigate to the Deals table.
- Locate the appropriate Deal.
- Scroll to the View Deals column and click View.
- Click Edit Campaign.
- Locate the Brand/Agency field.
- Begin typing the company name.
- Select the appropriate company from the populated list.
- Once selected, the Brand Rep dropdown will become available.
- Select the appropriate Brand Contact.
- Click Save Changes.
Both methods accomplish the same thing, so choose whichever works best for your workflow.
Why Linking Deals Matters
Connecting your Deals to the correct company and Brand Contact does more than keep your database organized.
These relationships allow CM Hub to connect different parts of your workflow and make features such as the following easier to use:
- Sending invoices.
- Creating follow-up campaigns.
- Reviewing your history with a company.
- Keeping Brand Contact information connected to the opportunity.
- Managing future campaigns with the same company.
Think of each Deal as part of a larger relationship:
Company → Brand Contact → Deal
Keeping these records connected gives you a more complete history of your brand partnerships over time.
Edit Your Deals
You can update Deal information whenever campaign details change or new information becomes available.
There are two primary ways to edit a Deal.
Edit from the Deals Table
For quick changes, double-click the field you’d like to update directly from the Deals table.
Make the necessary change and save the updated information.
This is useful when you only need to update a small piece of information.
Edit from the Deal Page
For more detailed updates:
- Open the individual Deal.
- Locate the information you’d like to change.
- Click the pencil icon next to the information.
- Make your changes.
- Click Save Changes when finished.
This method is especially useful when you need to review the entire campaign while making updates.
Keep Deal Information Current
Sponsorship details frequently change between the initial conversation and the completed campaign.
For example:
Initial Offer: $1,500
Final Compensation: $2,000
Or:
Original Deliverables: 1 Instagram Reel
Final Deliverables: 1 Instagram Reel + 3 Story Frames
Whenever campaign terms change, update your Deal so CM Hub reflects the latest agreement.
Pay particular attention to:
- Compensation
- Deliverables
- Deal stage
- Brand/Agency
- Brand Contact
- Draft due dates
- Live dates
- Usage
- Exclusivity
Accurate Deal information makes the rest of your CM Hub workflow more reliable.
Understand CM Hub-Managed Deals
Some Deals are actively managed on your behalf by a CM Hub team member.
These Deals are intentionally protected from certain changes while they’re being managed.
You’ll typically recognize a CM Hub-managed Deal because fields such as Stage and Deal Type appear grayed out in the Deals table.
You won’t be able to edit these protected fields while the Deal is being managed by the CM Hub team.
This helps ensure the information used by the team to manage your campaign remains consistent throughout the process.
Good to Know
If a field is grayed out and cannot be edited, this doesn’t necessarily mean something is wrong with the Deal. It may simply indicate that the campaign is currently being managed by a CM Hub team member.
Manage Your Own Deals
Deals that you’ve manually created—as well as Deals Sasha has created for you—remain under your control.
You can:
- Update Deal information.
- Change the Deal stage.
- Link companies and Brand Contacts.
- Add missing campaign details.
- Delete Deals you no longer need.
This allows you to use CM Hub to manage opportunities you’ve generated independently alongside campaigns being managed by the CM Hub team.
Delete a Deal
If you no longer need a Deal, you can permanently delete it from CM Hub.
Before deleting a Deal, make sure you no longer need the campaign or its associated history.
Important: Deal Deletions Are Permanent
Deleting a Deal is irreversible. Once a Deal has been deleted, CM Hub cannot recover the Deal or its associated data.
Always verify that you no longer need the Deal before deleting it.
Why This Matters
Your Deals database should become an accurate history of your creator business.
Keeping it organized helps you:
- Know exactly where each sponsorship stands.
- Maintain accurate campaign details.
- Keep companies, contacts, and opportunities connected.
- Make invoicing and follow-up easier.
- Maintain accurate Dashboard reporting.
- Preserve your history with brands.
- Give Sasha and CM Hub better information to assist with your workflow.
The more consistently you maintain your Deals, the more useful CM Hub becomes as your creator business grows.
Tips
- Link the company and Brand Contact whenever possible.
- Update Deal terms whenever something changes during negotiation.
- Keep your Stage current so your Dashboard accurately reflects your workload.
- Use the Deals table for quick edits and the individual Deal page for more detailed changes.
- Don’t be concerned if certain fields are grayed out on CM Hub-managed campaigns.
- Be cautious when deleting Deals, Companies, or Brand Contacts. Deleted records cannot be recovered.