Add a deal

A deal is a sale you are working on: a big order, a contract, a new customer. Add it as soon as it is real, so it shows in your pipeline and forecast and nobody forgets to follow up.

Steps

1. Click New deal. It is at the top right of the CRM Overview and Pipeline. You can also click + Add deal under a column to start in that stage.

   

2. Say what the deal is in a few words, for example 30 tons of sella for Dubai Food Imports.

   

3. Add the value, stage and expected close date. The probability comes from the stage unless you type your own. Pick the Source (where the lead came from) and the Salesperson.

   

4. Who is it with? Pick an Existing customer, or leave it on New contact and fill in the company, the contact person, email and phone.

   

5. Click Save deal. The deal opens, ready for you to plan the first call or meeting.

   

Tip A new contact becomes a customer by itself when you mark the deal as won, so you don't type them in twice.

Good to know

• Messages from your website's contact form and online bookings become deals by themselves when you have CRM.
• Edit on the deal changes any of these details later; the stage can also be changed on the board.
• The weighted value (value × probability) is what the Weighted forecast on the Overview adds up.