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How to create a deal

Learn how to move leads through your sales pipeline by creating structured deals.

Updated over 3 months ago

Step 1: Click "Deals" in the top menu bar to navigate to the Deals page.
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Step 2: On the Deals page, click the "Add Deal" button.
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Step 3: In the pop-up form, enter the required details, including Client Name, Deal Owner, Stage, Closing Date, and Description/Notes.
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Step 4: After filling out all necessary fields, click "Add" to save your deal.
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Step 5: Your deal is now added to your pipeline, where you can easily track its progress.

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