{"id":1063,"date":"2023-04-12T13:43:47","date_gmt":"2023-04-12T10:43:47","guid":{"rendered":"https:\/\/akaunting.com\/hc\/docs\/crm\/creating-a-deal-in-crm\/"},"modified":"2023-04-24T10:58:38","modified_gmt":"2023-04-24T07:58:38","slug":"creating-a-deal-in-crm","status":"publish","type":"docs","link":"https:\/\/akaunting.com\/hc\/docs\/crm\/creating-a-deal-in-crm\/","title":{"rendered":"Creating a Deal in CRM"},"content":{"rendered":"\n<p>Create deals and monitor the progress of prospects in your acquisition pipeline. You can also Import a list of deals to your <a href=\"https:\/\/akaunting.com\/apps\/crm\" target=\"_blank\" rel=\"noreferrer noopener\">CRM<\/a>.<\/p>\n\n\n\n<p>Creating a Deal in CRM:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to <strong>CRM<\/strong> on the Navigation Menu.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"1080\" style=\"aspect-ratio: 1920 \/ 1080;\" width=\"1920\" controls src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/20143841\/create-deal.mp4\"><\/video><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select <strong>Deals<\/strong> from the dropdown options.<\/li>\n\n\n\n<li>Click <strong>New Deal<\/strong>.<\/li>\n\n\n\n<li>Enter the required details &#8211; <strong>Name <\/strong>of the deal, <strong>Contact<\/strong> person, <strong>Currency<\/strong>, <strong>Amount, Owner <\/strong>of the deal,<strong> Pipeline, <\/strong>and <strong>Close<\/strong> date. You can also define a <strong>Color.<\/strong><\/li>\n\n\n\n<li>Then, <strong>Save<\/strong>.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><\/h2>\n","protected":false},"excerpt":{"rendered":"<p>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:<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":1038,"menu_order":6,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-1063","docs","type-docs","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1063","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/comments?post=1063"}],"version-history":[{"count":3,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1063\/revisions"}],"predecessor-version":[{"id":1549,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1063\/revisions\/1549"}],"up":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1038"}],"wp:attachment":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/media?parent=1063"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/doc_tag?post=1063"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}