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Create a deal card from Contacts and Accounts Module

Add deal from Contacts

To Add deal from Contacts, follow the steps mentioned below:

  1. Navigate to Contacts from left panel.
  2. Click on the 3 dots Action button for the contact you want to create a deal.
  3. Select Add Deal option from the Drop down.

4. In the Add deal pop-up, enter the details such as Client name, Account Name, Deal Title, Select Pipeline, Stage etc. and click Save .

Add deal from Active Accounts

o create a deal card from Accounts module, follow the instructions given below
  1. In the left navigation, click on the Accounts tab.
  2. Click on the Account Name to view Account 360 details of the specific client.
  3. Under the contacts segment of Accounts 360, Click on the 3 dots Action button for the contact you want to create a deal.
  4. Select Add Deal option from the Drop down.
5. In the Add deal pop-up, fill the details, select relevant pipeline fields and click Save.

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