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.


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

      new contact pipeline7 view

    4. Change the Stage

      new contact pipeline8 view