Deals are sales opportunities you strike with your customers. You can create deals,

  1. From the Quick actions bar

  2. While viewing an account or a contact's details page.

To create a deal,

  1. Go to the Add Deal overlay using anyone of the ways listed above. 

  2. Enter the deal details under Basic Information and Additional Information (if any).

  3. 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.  

Field Name



The name of the deal
Eg: Big Win

Deal Value

The value of the deal in dollars
E.g: $10K


The type of the deal
E.g: New Business

Expected close date

The date when the deal is expected to close

Closed date

The date when the deal is closed


The company that the deal is for (in a multi-product company)

Payment Status 

The mode of payment for the deal (Offline/Online)


The probability of winning the deal

E.g: 70%


The user assigned to the deal
E.g: Rebecca Morris

Deal stage 

The stage you deal is currently in
E.g: Negotiation


The account that the deal is currently associated with
E.g: Cooper Myers Y Co

Related contacts

The contacts in the account the deal is associated with
Eg: Reita Tabar 


The source of the deal– where it came from
E.g: Email


The campaign that landed this deal
E.g: Webinar