How to create a new deal?
Video Tutorial on how to create a new deal
Don't know how to create a new deal?
Deals are sales opportunities that generate business for an organization. Deals move along a Sales Pipeline from one stage to another until they are closed Before creating your first deal in Agiled, you should create a Sales Pipeline and Sales Pipeline Stage.
1. To create a new deal go to CRM and click on Deals.
2. A pop will appear.
In the popup, enter the Deal name, select Pipeline, select Pipeline Stage, enter deal amount, select the account and contact associated with the deal, choose type, and add the rest of the details.
3. After adding all the details, click on the Save button.
The deal will be created. You can now move this deal through the stages to keep track of all the opportunities.