Add deals for contacts in a single overlay and save the trouble of having to create deals for the newly converted contacts from the Deals module. 

To associate a deal with a contact, 

  1. Go to the details page of the contact.

  2. To create a deal, click the Add deal button.


  1. Give a name for the deal in Deal Name.

  2. Enter the Deal value.

  3. Choose the Account associated with the deal (if any). 

  4. Add other contacts related to the deal in the Related contacts section.

  5. Choose the sales owner related to the deal.

  1. Click Save.

Note: Any other required field added to the form by the Admin should be filled.

You can find the newly created deal on the Deals list view page. Click on the deal to view the other details added on the Deal summary page.