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.
- 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.