How to create a deal?
Modified on: Mon, 9 Aug, 2021 at 10:29 PM
Deals are sales opportunities you strike with your customers. You can create deals,
From the Quick actions bar
While viewing an account or a contact's details page.
To create a deal,
Go to the Add Deal overlay using anyone of the ways listed above.
Enter the deal details under Basic Information and Additional Information (if any).
Click Save once you’re done.
You can find the created deal in the Deals list view page. The deal can also be found in the details page of the contacts associated with the deal. And also on the details page of the account to which the deal belongs.
Here’s the list of default fields in the web application. You can always create custom fields to capture additional information for the deals.
The name of the deal
Eg: Big Win
The value of the deal in dollars
The type of the deal
E.g: New Business
Expected close date
The date when the deal is expected to close
The date when the deal is closed
The company that the deal is for (in a multi-product company)
The mode of payment for the deal (Offline/Online)
The probability of winning the deal
The user assigned to the deal
E.g: Rebecca Morris
The stage you deal is currently in
The account that the deal is currently associated with
E.g: Cooper Myers Y Co
The contacts in the account the deal is associated with
Eg: Reita Tabar
The source of the deal– where it came from
The campaign that landed this deal
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