You can create a deal from the Kanban or List View.
Follow these steps to create a deal:
- Click the Menu icon.
- Select Sales.
- Click Deals.
- Click the +New Deal button.
- Fill in the necessary data fields in the Quick Create > Deals window.
- Click:
a. Save to save the deal record
b. Save and Continue to save the deal record and go to its Deep Dive View
Clicking
Cancel discards the data that you entered.