Adding deals
Deals are basically a visual representation of all the activities in the sales process that can be moved across all the stages of a pipeline. You can also associate any organisation/person to a deal, and it will automatically track all your movements in the sales process.
From CRM Section
- Navigate to CRM application
- Click on Add Deal button
- Enter details like Deal name, Deal value, Expected close date etc
- Click on Save to save the deal
- To associate a contact with that deal, click on Add contact button(Optional)
- Enter contact details and click on Finish (Ref 2.3)
From Mail in CRM
- Navigate to CRM application
- Click on Mail tab on the Navigation bar
- Click on the email to which you want to associate a deal
- Click on Add a new deal
- Enter all the required details
- Then click on Save.
From Home
- Navigate to Home Dashboard
- Click on Quick links (Plus icon)
- Select Add a deal
- Enter details of the deal
- Click on Save
Now the deal is created, you can move it across the stages.
Note:
- Only Account owners, CRM Admins, Deal followers and Deal owners can see all deals in CRM