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How to Add a New Deal

Step 1: Go to the CRM System​

  • Navigate to the Deal tab.

Step 2: Add a Deal​

  • Click the Add Deal button.
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Step 3: Fill Out the Deal Information​

Fill out the deal details, including:

  • Deal Name
  • Email Address
  • Phone Number
  • Funnel Stage (sales pipeline stage)
  • Sales Person (assigned to follow up with the lead/deal)
  • Source Method (where the deal came from)
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Step 4: Submit​

  • Finally, click Submit or Submit & Open.