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Creating a Deal


There are several ways to create a deal:
On the opened page (fig. 3) fill in the required fields and click Save in the toolbar.
The form for creating a deal includes two units: About the Deal, Description. The header of each unit is light-blue. Click on a header name to expand or collapse the unit.
Some of the fields are filled in with values of objects. You can find CRM objects in Objects – CRM. The system administrator assigns access to objects in Administration – Users – Access Settings – Objects. To learn more about objects, see the respective Help section.
The deal creation form is shown in fig. 3.
Fig. 3. Deal creation form
Fields
About the Deal unit:
 
Name * – name of the deal. This field is required.
 
Deal type * – type of the deal, selected from the Deal Type object. This field is required.
 
Priority – priority of the deal: high, regular, low. By default, all the deals have regular priority.
 
Contractor * – contractor, with whom the deal is made. This field is required.
 
Short Status – short description of the deal status.
 
Sales Value – planned amount of the deal.
 
Currency – currency of the deal. Selected from the Currency object.
 
Responsible * – company employee, responsible for the deal. This field is required.
 
Marketing Event – an event, which resulted in acquiring this contractor. Selected from the Marketing event type object.
Description section:
 
About the Deal – description of the deal.

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