How can I create a deal?

Janhavi Wagh -

Click on the ‘Pipeline’ at the sidebar menu. Next, click on the ‘Add Deal’ button at the top right of the page. A dialog box will appear, and you’ll need to fill in the fields as stated:

  • Deal name
  • Contact name
  • Phone
  • Email
  • Organization name
  • Currency & Deal Value
  • Select Pipeline
  • Pipeline Stage
  • Closing Date

Alternatively, you can add deals by clicking on the ‘Add’ symbol in each of the pipelines you have created. You can drag and drop every deal to different stages of the pipeline.