How to create a deal?

To create a deal you have to click on the create deal button on the top left corner of the pipeline and enter the respective details.

Enter details like:

  • Contact person
  • Organization
  • Deal name
  • Value
  • Currency
  • Pipeline
  • Stages
  • Access to
  • Deal expected closing date

To Move a deal from one stage to another just drag and drop the deal to the required stage.

Deal Profile View:

  • You can click on the deal names to get into the deal profile view and communicate with your team with respect to that deal or send emails with respect to that deal
  • All communication done in the deals profile or contacts profile will be updated in the company profile.
  • Communication done in the company profile will not be updated in the others.