How do I create a Deal?

Once a lead has been qualified, the contact becomes a true prospect and a deal can be created in the Sales dashboard. This article outlines the steps to take to create a new Deal.

How-To

1. Navigate to the Sales dashboard. The default view displays all deals that have been created (a.k.a. deal pipeline). Click "Add Deal" button top-right.
   
   
   
2. A Create Deal pop-up will display to enter details. The required information for a deal are: name, related Company, Pipeline stage, and Deal Type. 
   
   

Notes

1. We recommend adding more details to your Deal like deal owner, products, value, and more to help your Sales team prioritize which Deals to work in the dashboard.
   
   
2. See these other help articles related the Basic CRM.