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How can I create a deal from One View?

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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:
  1. Click the Menu icon. 
  2. Go to Essentials.
  3. Click Contacts or Organizations.
  4. Open a record in the module you selected in the previous step.
  5. Click the One View widget displayed on the right of the record.
  6. Click the '+' icon to create a deal.
  7. Fill in the necessary data fields in the Quick Create window.
  8. 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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