How to add /edit /remove a deal?

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


In this Article:

To add a deal

1
Open a contact.
2
Click on the Add Deal button below the Next Action area.

3
Specify the details of your deal: 
  • 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
4
Click Save to create a deal.

To edit a deal

1
Open a contact for which you wish to edit a deal.
2
Click on the Edit deal 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.

  • To move a deal to another stage 

    1
    Open a contact in OnePageCRM.
    2
    To move a deal, click on the preferred deal stage you wish to move it to. Your deal will be updated to reflect the changes. 

    To remove a deal

    1
    Open the contact you wish to delete the deal from.
    2
    Click on the bin icon in the Pending Deal box.

     

    NOTES
    • You can now 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' link

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