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.

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  • 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 

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    1. Estimated Close Date
    2. Additional contacts
    3. Additional Users

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    4. Change the Stage

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