How to customize 'New Deal' window?

Below figure shows a typical ‘New Deal’ dialog box.

buzzflow-new-deal

However, the content of this ‘New Deal’ window can be arranged as per each pipeline requirements of your organization.

To do that, Go to, ‘Main menu > Manage pipelines’ and select the ‘NEW DEAL’ tab as shown below. In that section, you are able to decide the following,

  1. Show or hide the following controls,
    1. ‘Select Pipeline’ option (shown in #1 in the figure)
    2. ‘Select Stage’ option (shown in #2 in the figure)
    3. ‘Company Name’ (shown in #3 in the figure)
    4. ‘Person Name’ (shown in #4 in the figure)
  2. Fields section – This section shows the fields related to 3 data sets of Buzzflow. They are,
    1. Deal related fields for the pipeline – Choose fields from this section to make them appear in NEW DEAL window
    2. Contacts/Person related fields – Choose fields from this section to make them appear in NEW DEAL window under ‘Persons’ section in the right side
    3. Company related fields – Choose fields from this section to make them appear in NEW DEAL window under ‘Company’ section in the right side

buzzflow new-deal-window-setup

Mandatory fields

When a field is marked as mandatory in the ‘NEW DEAL’ window, user is not allowed to create a deal until all the mandatory fields have values in them. Mandatory fields are marked with a ‘start sign’ next to their field name.