Create a deal

Creating a deal puts the opportunity on your pipeline, so you can see its value, follow it up and know when it is won.

Create a dealCopy Anchor Link

1. Open CRM › Deals.
2. Select New Deal.
3. Enter the Deal name, such as "Acme website redesign".
4. Add the Value and Currency.
5. Choose the Pipeline and Stage. The stage list changes with the pipeline.
6. Link the Account and contacts. When you pick an account, only its contacts are offered.
7. Add an Expected close date, the people working on it, and Probability if you forecast by likelihood.
8. Attach files or fill custom fields if needed, then save.

You're done when the deal appears in its stage on the Kanban board and in the deals table.

Good to knowCopy Anchor Link

• Only the deal name and pipeline are required. The form starts with your default pipeline.
• Creating a deal straight in a Won or Lost stage saves it as won or lost. This is handy for recording past work.
• If a file fails to upload, the deal is still created. Add the file from the deal's page.
• Search for an open deal for the same client first, so it isn't counted twice.

RelatedCopy Anchor Link

• Track deals in your pipeline
• Work on a deal
• Manage CRM pipelines