How to add a new deal?

There are multiple ways to add a deal,

  1.       From Pipeline view

At the top left corner of your Screen click the ‘New Deal’ button.

Buzzflow new deal

Once the New Deal window appears,

  1.       Select the correct pipeline and stage at which you need the new deal to appear.
  2.       Enter Contact Person and Company name.
  3.       Set Accessibility by selecting relevant team or team members
  4.       Assign deal to self or to relevant person.
  5.       Click create to finish process

Click here for a video

2.       Through contacts