Add Deal to CRM

How to Add a Deal #

Deals help you track opportunities through your pipeline so nothing slips through the cracks.

Step 1: Open the Deals Section #

Go to Deals from the main menu.

Step 2: Create a New Deal #

1. Click Add Deal (or the + button).
2. Enter the deal name.
3. Select the customer this deal belongs to.
4. Link the relevant service.
5. Add the deal value and current stage in your pipeline.

Step 3: Save #

Click Save to add the deal to your pipeline.

✅ Your deal is now being tracked and will appear in the Deals list.

Tips

• Always link a customer and service so your reports stay accurate.
• Update the deal stage as it moves forward to keep your pipeline current.
• You can edit or remove a deal anytime from the Deals list.

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