There are multiple ways to add a deal,
- From Pipeline view
At the top left corner of your Screen click the ‘New Deal’ button.
Once the New Deal window appears,
- Select the correct pipeline and stage at which you need the new deal to appear.
- Enter Contact Person and Company name.
- Set Accessibility by selecting relevant team or team members
- Assign deal to self or to relevant person.
- Click create to finish process
Click here for a video