Create a Deal
Add a deal to the pipeline, choose its company, contact and owner by name, and keep it moving with a next step.
A deal is a piece of business you are trying to win. Deals live in CRM → Pipeline and CRM → Deals.
Create a deal
- Go to CRM → Pipeline or CRM → Deals and click New Deal.
- Enter the Deal Name.
- Choose the Company. Start typing its name and pick it from the list.
- Choose the Contact. The list shows that company's contacts.
- Enter the Value.
- Choose the Owner, the person responsible for the deal.
- Choose the Stage. The probability is filled in for that stage and you can change it.
- Set the Expected Close date. Deals without one cannot appear in the forecast.
- Optionally choose a Forecast Category and a Source, which is where the deal came from.
- Add a Next Step and the date it is due, so the deal does not go quiet.
- Add a description of what the customer needs, then click Create Deal.
The deal page
Click a deal to open it. The cards at the top show its value and weighted value, probability, close date, how many days it has been in its current stage and how much activity it has. Click a card to see the detail.
From the deal page you can edit the deal, change its stage, log activities against it and see its stage history.
Close a deal
Move the deal to Closed Won or Closed Lost. When a deal is lost you are asked for the reason, with an optional note for anyone who picks the customer up later.
A won deal can be turned into a delivery project. Open the deal and click Convert to Project.
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