How to add/edit/remove a deal?


You can manage deals with a contact by following the instructions below:

  • Add a deal
  • Edit a deal
  • Remove a deal


Add a deal

To add a deal for a contact:

  1. Open a contact.
  2. Click on the Add Deal button (see A) below the Next Action area.
  3. Specify the details of your deal (see C): 
    • Type name of deal in the Deal name field.
    • Specify an estimated deal amount in the Amount field.
    • Pick an Expected closed date.
    • Set Deal stage to a Pending probability percentage, Won or Lost.
    • Select any Deal custom fields you have set up (see D).
    • Add a Note for the deal. You can format note text by making it bold/italics. (Optional)
    • Attach documents from your computer, Google Drive or Dropbox.
    • Pick a deal owner from the Owned by drop-down list. By default this is set to Me.
    • Select the check box to add Commission or to make this a Multi-month deal (see B).
  4. Click Save (see E) to create deal.


Edit a deal

  1. Open a contact for which you wish to edit a deal.
  2. Click on the pencil icon (see F) in the Pending Deal box below the Next Action area.
  3. In the Edit Deal box, you can amend:
    • Deal name
    • Amount 
    • Expected close date
    • Deal stage
    • Deal custom fields
    • Date Created
    • Commission
    • Multi-month (recurring deals)
    • Add note
    • Add attachment.
  4. Click Save to submit changes.


Remove a deal

  1. Open a contact for which you wish to delete a deal.
  2. Click on the bin icon (see G) in the Pending Deal box below the Next Action area.
  3. In the warning message click OK to confirm deletion of the pending deal.

To undo the deletion of a deal go to Activity Reporting >  Deals and find deleted contact record you wish to restore> click on Undo delete link. You have only 24 hours to use the Undo option.

NOTES
  • You can also relate a note to a deal when creating a note. Once a related note is saved appears as associated note with a deal (see H). For more details check out How to add a note to a contact?.

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