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.
a. Save to save the deal record
b. Save and Continue to save the deal record and go to its Deep Dive View
discards the data that you entered.