Creating Deals

Web Platform

1. Navigate to the Deals tab from the left-hand menu, or access Deals directly from a specific account profile.
2. Select the desired Deal Pipeline using the dropdown menu in the top-left corner.
3. Click the  (Plus) button in the top-right corner to create a new deal.
4. Enter the deal details:
   
   1. Title – Enter a name for the deal.
   2. Pipeline – Select the appropriate pipeline.
   3. Stage – This will automatically default to the first stage of the selected pipeline (you may adjust it if needed). 
   4. Account Name – Select the account. You can associate multiple accounts with a single deal. 
   5. Assigned To – Assign the deal to one or multiple sales reps under the selected account. 
   6. Amount ($) – Enter the dollar value of the deal. 
   7. Projected Closing Date – Select the expected closing date. 
   8. Details – Use this section to add any additional notes or important information.
5. Click Save to create the deal. 

Mobile App

1. Select the Account where you want to add a deal.
   
2. Tap the Actions button.
   
3. Select Deals.
   
4. Tap the (Plus) icon in the top-right corner.
   
5. Enter the required deal information:
   
   1. Title – Enter a name for the deal. 
   2. Pipeline – Select the appropriate pipeline.
   3. Stage – This will automatically default to the first stage of the selected pipeline (you may adjust it if needed). 
   4. Account Name – Confirm or select the account (multiple accounts can be added if applicable). 
   5. Assigned To – Assign the deal to one or more reps under the selected account. 
   6. Amount ($) – Enter the deal value. 
   7. Projected Closing Date – Select the expected closing date. 
   8. Notes – Add any additional details or important information.
6. Tap Save to create the deal.