FAQs in this section
How can I create a deal from One View?
Can I sync a quote with a deal?
How can I add line items to a deal?
Can I move a deal to another pipeline?
What happens when I sync a quote with a deal?
Why should I move a deal to another pipeline?
What actions can I perform on a deal?
What is deal journey view?
What does the header section in Deal Journey View display?
What is the Line Items widget on Deal Journey View?
What is the Tasks widget on Deal Journey View?
What is the Documents widget on Deal Journey View?
What are the views available in Deals?
What are the benefits of contact roles?
What are the benefits of having deal revenue line items?
What is a deal?
What actions can I perform on the Summary View of a deal?
Where can I find the records related to a deal?
How do I mark a deal as Closed?

How can I create a deal?

You can create a deal from the Kanban or List View.

Follow these steps to create a deal:
  1. Click the Menu icon. 
  2. Select Sales.
  3. Click Deals.
  4. Click the +New Deal button.
  5. Fill in the necessary data fields in the Quick Create > Deals window.
  6. 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.
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