Creating & managing deals

Create a deal

1. From the Deals page (or Quick Create → New Deal) open the new-deal form.
2. Enter the Deal Name, Amount, and Expected Close Date.
3. Choose the Pipeline and Stage, and set Source and Deal Type.
4. Set the Account Name and Contact Information (Contact Name and Contact Role).
5. Add a Deal Description, then save.

Move deals through stages

Drag a deal card between columns on the pipeline board to change its stage, or change the stage from the deal’s detail screen. Mark progress until it reaches a Won or Lost stage.