Create a Deal
Add a new deal to the CRM pipeline and set its initial stage.
Creating a Deal
- Go to CRM → Deals and click New Deal.
- Enter a deal name and link it to a contact or company.
- Set the deal value, expected close date, and pipeline stage.
- Assign an owner from the team member dropdown.
- Click Save to add the deal to the kanban board.
Deal activity (emails, calls, notes) is tracked automatically once linked.
Where to go next
- Understand the whole module → How CRM & Sales Works
- Next in this module → Manage the Sales Pipeline
- Send a Proposal
- Log an Activity
- See where this fits in the bigger picture → How a Lead Becomes Cash
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