How do I add a deal?

You can create deals from the CRM deal listing page or from the Deals tab on a contact or company’s listing page.

To learn how, please follow the instructions below.

Create a Deal From the Deal Listing Page

1. Select the green + Deal button on the top right of the CRM deal listing page.

2. Enter your deal details. Click the submit button.

Create a Deal from a Contact or Company’s Detail Page

1. Select the Deals tab when you are in a specific company or contact’s detail page. Select the green + Deal button at the center of the page or the + New Deal button on the top right if there are already existing deals listed under the Details tab.

2. Enter the deal details and click the submit button.