Creating a Deal in CRM

Create deals and monitor the progress of prospects in your acquisition pipeline. You can also Import a list of deals to your CRM.

Creating a Deal in CRM:


- * Go to CRM on the Navigation Menu.


- * Select Deals from the dropdown options.


- * Click New Deal.


- * Enter the required details – Name of the deal, Contact person, Currency, Amount, Owner of the deal, Pipeline, and Close date. You can also define a Color.


- * Then, Save.

Updated on: 23/03/2025