CRM / Work with CRM

Create a deal.

Create a deal when an opportunity is ready to be tracked through a sales pipeline.

Where to go

Open Applications → CRM → Deals, then click Add record.

Steps

  1. Enter Deal Name. Use a name that identifies the opportunity.
  2. Select Pipeline. Choose the pipeline that represents this sales motion.
  3. Select Customer. Link the deal to the organization involved in the opportunity.
  4. Select Stage. Choose a stage from the selected pipeline.
  5. Optionally select Contact Person and Lead. Add the people and source lead connected to the deal.
  6. Enter Amount and Expected Close Date. These values power forecasting and reports.
  7. Set Owner and Status. New deals normally use the Open status.
  8. Click Create.

Expected result

The deal appears in the Deals list and is available in the deal Kanban view. Its deal number is generated automatically with the DEAL- prefix.

Required fields: Deal Name, Pipeline, Customer, Stage, and Status.