You can create a deal from Contacts and Organizations using the One View widget.
Follow these steps to create a deal from a contact or organization record:
- Click the Menu icon.
- Go to Essentials.
- Click Contacts or Organizations.
- Open a record in the module you selected in the previous step.
- Click the One View widget displayed on the right of the record.
- Click the '+' icon to create a deal.
- Fill in the necessary data fields in the Quick Create 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.