Creating and Managing Deals

Creating a Deal

Click New Deal from the pipeline view or CRM sidebar. Fill in the deal name, value, expected close date, and assign it to a company and contact.

Line Items

Add products and services to a deal as line items. Each line item pulls pricing from the Products module and calculates totals automatically.

Activities

Log calls, meetings, and notes against deals. Activities are shown in the deal timeline alongside automated events like stage changes and email opens.