Add a Deal


Tags: Deal

Pro tip! Click images and animated gifs to view larger

  • To add a new Deal from the Pipeline Dashboard from the left hand Nav.

    card4

  • When in the pipeline to create a deal  Click "Name" 

    • Start to type the name of a contact and the system will start populating results from your existing contacts.

  • Optional click the  "+ more" to see more action items

    • Add a Value

    • Add note

  • Click save and the card will display in the stage
     

  • Click the card again to add

    1. Change the Stage
    2. Additional contacts
    3. Estimated Close Date
    4. Additional Team