FAQs in this section
How do I mark a deal as Closed?
How can I create a deal?
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 can I create a deal from One View?
Table of Contents
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:
Clicking Cancel discards the data that you entered.
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
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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