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.

Note: 

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