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

  1. Navigate to Home Dashboard
  2. Click on Quick links (Plus icon)
  3. Select Add a deal
  4. Enter details of the deal
  5. Click on Save

Now the deal is created, you can move it across the stages.


  1. Only Account owners, CRM Admins, Deal followers and Deal owners can see all deals in CRM

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