Add Deal
Create a deal when the contact takes action that could lead to revenue. When created, a deal record should be associated with the contacts and companies that are involved in the deal. For example, when you’re interacting with someone through their contact record via call or email, you may want to create a deal when there is an opportunity for potential revenue. In the Open Deals section, click the 'Plus' button. Then, the create new deal window will open.
Listed below are standard fields used to create new deals. You’ll be asked to populate information for these fields whenever you create a new deal.
Component Explanation:
| Name | Description |
|---|---|
Deal Name | This is the name of your deal, it will appear on the deal card in your pipeline. You’ll want to provide a short, but descriptive title for each of your deals. |
Value | The default currency is IDR. The discounts and quantity product to be applied are auto-calculated to arrive at the correct deal value. |
Add Product | You can add products to every deal you make. By default, when you add products, you can enter quantity and product discounts. To add product, type either the product in the add product field. As you type, we’ll display a list of suggested product that you can associate with this deal. |
Contact Person | Contact Information are important during the conversion of a deal. The Contact Person is the name of the individual that the deal relates to. Contact person field will automatically be filled according to the selected contact. |
Company | Is the name of the business that the company on the deal is associated with. With company info, you can capture and store information about the businesses you work with in one place. When creating a new deal in your pipeline, you will be asked to provide the company info. As you type, we’ll display a list of options that you can choose from. |
Pipeline | A pipeline is a defined set of stages for a sales process. You can change the pipeline that the deal is in by clicking the 'Pipeline' dropdown and selecting a different pipeline. |
Stage | A stage is a step in your sales process. You can select the stage the deal will be in by clicking the 'Stage' dropdown and selecting a different option. |
Expected Closed Date | The expected close date is the date you estimate the deal will be closed. |
User Access | The user access is an account user who has permission to view your pipeline. |
After successfully adding deals, they will appear in the Open Deals section and will record on the Timeline tab.
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