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.