How to add Deal to CRM?

Written By Ritesh Sharma

Last updated 2 days ago

How to Add a Deal

Deals help you track opportunities through your pipeline so nothing slips through the cracks.

Step 1: Open the Deals Section

Go to Deals from the main menu.

Step 2: Create a New Deal

  1. Click Add Deal (or the + button).

  2. Enter the deal name.

  3. Select the customer this deal belongs to.

  4. Link the relevant service.

  5. Add the deal value and current stage in your pipeline.

Step 3: Save

Click Save to add the deal to your pipeline.

✅ Your deal is now being tracked and will appear in the Deals list.

Tips

  • Always link a customer and service so your reports stay accurate.

  • Update the deal stage as it moves forward to keep your pipeline current.

  • You can edit or remove a deal anytime from the Deals list.