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ELMA BPM Platform
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Fig. 1. Creating a deal with the Add button
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Fig. 2. Actions – Create Deal button
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Name * – name of the deal. This field is required.
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Deal type * – type of the deal, selected from the Deal Type object. This field is required.
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Priority – priority of the deal: high, regular, low. By default, all the deals have regular priority.
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Contractor * – contractor, with whom the deal is made. This field is required.
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Short Status – short description of the deal status.
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Sales Value – planned amount of the deal.
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Currency – currency of the deal. Selected from the Currency object.
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Responsible * – company employee, responsible for the deal. This field is required.
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Marketing Event – an event, which resulted in acquiring this contractor. Selected from the Marketing event type object.
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About the Deal – description of the deal.
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