How can I create a deal?

You can create a deal in the following ways:

From Deals Kanban or List View
From One View
Using Quick Create

From the Kanban or List View
Kanban view is the default view you see when you land on the Deals page. It displays deals by sales stage.
Follow these steps to create a deal from the Kanban or List View:

Log in to your CRM account.
Click the Main Menu.
Go to Sales.
Click Deals.
Click the Kanban View or List View icon.
Click +New Deal.
Fill out the necessary data fields.
Click Save.

From One View
You do not have to go to Deals each time you want to create one. Vtiger CRM allows you to create deals from the One View tab in a contact or organization record.
Follow these steps to create a deal from Contacts or Organizations:

Log in to your CRM account.
Click the Main Menu.
Go to Essentials.
Select Contacts or Organizations.
Open a contact or organization record.
Click the One View tab on the right sidebar.
Do the following:
1. If you are linking a deal to a contact or organization for the first time:
  1. Select Deals.
  2. Fill out the necessary information.
  3. Click Save.
2. If you have already linked other deals to a contact or organization:
  1. Scroll down to the Deals card.
  2. Click the + icon on the top of the Deals card.
  3. Fill out the necessary information.
  4. Click Save.

To learn about One View in Deals, click here.

Using Quick Create
With Quick Create, you can create a deal quickly by filling in only the necessary details. You can access this feature from any screen, which saves you a lot of time.
Follow these steps to create a deal using Quick Create:

Log in to your CRM account.
Click the + icon displayed on the top of your CRM screen.
Click Show all to view all the modules you can create records using Quick Create.
Select Deal.
Enter all the mandatory details.
Click Save.

To learn more about Quick Create, click here.