Deals

Add Deals #

You can create a Deal from a Lead by the Add to Deal Pipeline button or you can also create it manually.

To add a Deal just go to Dashboard and follow the steps below:

1. Click on CRM > Deal Pipeline
2. Click on Add Deal or Create Deal button

After clicking a Deal form will appear.

1. Fill in your deal’s necessary information
2. Click on Save button

Deal Details #

To go to Deal Details go to your dashboard and follow the steps below:

1. Click on CRM > Deal
2. Click on a single Deal

After clicking, it will move to the Deal details page

1. You can create, add or remove Tags here
2. You can change the probability of deal owning
3. You can add Task & Activity here
4. You can add Note here
5. You can add Files here
6. You can add an Estimate here
7. You can change the Deal info here
8. You can change Deal Stage from here
9. You can move a Deal to Project here and need to fill up the necessary information.

Deal Settings #

To Edit Deal Settings just go to Dashboard and follow the steps below:

1. Click on CRM > Settings
2. Click on the Deal tab
3. Change your Deal setting from here.