How to add /edit /remove a deal?

You can add, edit, and remove deals related to a contact in OnePageCRM. 

How to add a deal

Open a contact.
Click on the + Deal button.

Specify the details of your deal → click Save.
  • Type name of the deal in the Deal name field
  • Specify an estimated deal amount in the Amount field
  • Specify an estimated deal amount in the Cost field to calculate the margin of your deal (Optional)
  • Select an Expected close date, this is good to help focus on deadlines. 
  • Set Deal stage. Assign a percentage as to the probability of closure and track the progress of a deal until it's won or lost
  • Select any Deal custom fields you have set up to assign specific information to a deal (Optional) 
  • Add a Note for the deal (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, Deal Items or to make this a Multi-month deal

Note: You can open your contact in a pop-up while viewing a deal in the Pipeline page to add next actions, notes, deals, and calls. 
Once your deal is created you can easily share it with your teammates by clicking the  3 dots and selecting  Copy deal link from the dropdown. The link opens the  Deal View in the Pipeline tab.

How to edit a deal

Open the contact that owns the deal you wish to edit.
Click on the pencil icon in the Pending Deal box.

In the Edit Deal box, you can amend:
  • Deal name
  • Amount 
  • Expected close date
  • Deal stage 
  • Deal custom fields
  • Date Created
  • Commission
  • Deal Items
  • Multi-month (recurring deals)
  • Add note
  • Add attachment.
  • Click Save.

    How to move a deal to another stage 

    Open the contact that owns the deal you wish to move.
    Select the preferred deal stage you wish to move it to. Your deal will be updated to reflect the changes. 

    How to remove a deal

    Open the contact you wish to delete the deal from.
    Click on the Options menu (three dots) in the Pending Deal box → click Delete deal.


    • You can drag 'n drop a file from your computer and attach it to a deal. 
    • You can also relate a note to a deal when creating a note. For more details check out How to add a note to a contact.
    • You can undo the deletion of a deal for up to 24 hours after it has been deleted. Go to the Activity Page → Deals → click on Undo delete
    • You cannot bulk update deal stages (pending lost or won) or delete deals in bulk, however, if you go to the Pipeline page, it will allow you to update deals quicker.
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