How we use HubSpot at Picker Quick reference for Opportunities Rota Users Picker | 2026
How we use HubSpot at Picker Quick reference — for Programmes rota users Picker | 2026
This is a short reference for Programmes team members who submit opportunities using the HubSpot form. You do not need a HubSpot account to use it.
What is the form for? The HubSpot opportunity form is how the Programmes team logs new commercial opportunities into Picker’s pipeline. When you submit the form, HubSpot automatically creates a deal record and notifies the relevant team member.
Use this form when you have identified a new opportunity — for example a tender, a new project enquiry, or an expression of interest from a potential client.
The form https://2f6cei.share-eu1.hsforms.com/2n6t8lYJETe-IeMh7mRmy0g
Open the link above and fill in the form. You do not need to log into HubSpot.
What information do you need?
Field
What to enter
Opportunity name
A short clear name. E.g. “Daleel Hospital — Standards Assessment — 2026”
Company name
The name of the organisation this opportunity is with.
Contact name
The name of the main person you have been speaking to.
Opportunity type
Is this new business, repeat business, cross-selling, or upselling?
How it came in
How did this opportunity arrive? Tender, referral, direct contact etc.
Estimated value
Your best estimate of the contract value in £. Approximate is fine.
Estimated close date
When do you expect this to be decided? A rough date is fine.
Portfolio pillar
Which area of Picker’s work does this relate to?
Notes
Any other useful context about the opportunity.
What happens after you submit? HubSpot automatically creates a deal in the pipeline The deal owner is notified and will pick it up within 3 working days You do not need to do anything else unless contacted for more information
You will not receive a confirmation email when you submit. If you are unsure whether your submission went through, contact the HubSpot admin.
Questions? For help with the form or if something has gone wrong — contact the HubSpot admin
Picker | How we use HubSpot — Quick reference for Programmes rota users | 2026