How to convert a contact into a deal in Deskera CRM?

Janhavi Wagh -
Create a deal directly in the contact page

Follow the steps as stated below to convert a contact to a deal:

  1. Click on the Contact on the sidebar menu.
  2. You’ll see the contact list and click on the individual Contact.
  3. Next, you’ll be directed to their profile page.
  4. Click on the ‘Create Deal’ button on the right side of the page.
  5. The dialog box will appear and fill in all the fields accordingly.
  6. Lastly, click on the ‘Save’ button.
  7. Alternatively, you can also convert the Contact to a deal using the second method as shown:
  • Click on the Deal on the sidebar menu.
  • Next, on the top right of the page, select the ‘Create Deal’ button.
  • Fill in the fields shown in the dialog box and you can select the contact in charge of this deal.
  • Once done, you can click on the ‘Save’ button.

8.  Finally, you have created your deals successfully, and each deal is assigned to the right pipelines as chosen

Note: You can drag and drop the deals to a different stage.