You can create deals from three places, clicking the Deal icon on the Quick Action Menu located on the left of the blue Top Bar or by clicking the New Deal button from the Deal Board or Deal List.
- Enter the deal name
- Enter the description
- Choose a template to build your deal. Learn more about templates.
- Select the related company. You can click the button to add a company, if you haven't created one.
- Select the contact for the company
- Choose your amount and format
- Add members for the deal. Members are able to view deal, receive updates, view calendar events and be assigned tasks.
- Click the Create Deal button
When the deal is created a workspace will be created with a news feed, tasks, documents and calendar. Also, it will be marked as pending and be placed in the first deal stage.