Deals are sales opportunities which generate business for an organisation. Deals move along a Sales Pipeline from one stage to another until they are closed (won/lost). Sales Revenue can be forecasted based on the deals a salesperson is working upon.
How to add a deal?
Deals can be added to the system by various methods:
Quick add
Adding a deal through the dashboard.
- Click on this Plus icon at the bottom right
- Click on the Add New Deal.
- Create a Company with the essential Fields or click on the Advance Fields option to create a detailed Company
- Fill in all the required details and click on Tick icon to Save
Add Teammates
A teammate will be the user who has been following up the deal along with the owner.
- Open the Deal form
- Click on the Teammates.
- Click on search then type the name of a teammate or can simply select the from the list of Users that you want to add in the deal.
Add Participants
Participants are the contacts who follow the deal.
- Open the Deal form.
- Click on the Participants.
- Click on the Add option then type the name of a Participants.
- Click on the appeared Contact to add as a Participant
Deal creation from a Deal Pipeline.
- Go to the dashboard
- Click on the sidebar Menu.
- Click on the Deals.
- Click on the plus (+) to add new deals.
Note: By default Stages of the pipeline is selected from where it is being created. eg if a deal is created on contacted stage then by default stage is contacted.
Quick Add from Contact Details
Open any particular contact in which you want to add deals.
- Open the Contact details.
- Click on the Three dots
- Select Add Deal to add new Deal
OR
- Navigate to the Related Section
- Click on the Deals
- List of all associated Deals will appear
- Click on the Plus Icon at the bottom right to add new Deal
OR
Quick Add from Company Details
Open any particular company in which you want to add deals.
- Open the Company details.
- Click on the Three dots
- Select Add Deal to add new Deal
OR
- Navigate to the Related Section
- Click on the Deals
- List of all associated Deals will appear
- Click on the Plus Icon at the bottom right to add new Deal
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