Add a deal
Record a new opportunity with its value, stage and notes.
Open CRM and click Deal at the top. Give the deal a name, an amount if you know it, its stage and a note, then press Create: it appears in its stage column on the pipeline.
In this video
Step by step
- 1
A deal is a sale you are working on. Add one from the top of CRM: click Deal.
- 2
Name it, so the team knows who and what.
- 3
Add the value. It is optional.
- 4
Pick the stage it is at.
- 5
Notes give the team the context.
- 6
Create would put it on the pipeline. Here we press Cancel, to keep the demo as it is.
- 7
Once created, a deal shows up in the column of its stage, and the menu on its card moves it along.
This window does not close with Escape: use Cancel.
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