How to Access, Create and Edit Deal

Manage deals like pro!

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Create a deal

Navigate to deals through the icon in the sidebar, you will find the +ADD button in the interface to create new deals . Click on the button to create a new deal .

While few details are optional to create a deal , we've hidden them for your ease of use. you can still see the optional fields by clicking on the view optional fields as shown below .

Enter deal details

Once you are done entering the details, hit the "Submit" button.

Don't stress over uncertain details—we've got you covered. You can edit a deal anytime before it reaches the closed state. Keep in mind, if you are trying to edit company , clear the contact first, as they are dependent fields. You can also find the guide for editing a deal in this documentation.

Now that you have entered deal details and submitted , you have created a new brand deal and you can see it in your deal list as shown below.

View Deal Details

To view deal details , click on the deal.

You will now view a screen similar to below mentioned one, which has all the details associated with deal.

Feel free to check out deal specifics, adjust the stage, and note down notes if there's something noteworthy about the deal like when you're making a stage change.

We have a track of your notes history, you can check it out from here

You can schedule a call , meeting or field visit with the contact dealing the specific deal , just click on the activity you want to do with the contact.

And we fill the specific details for you . Just tell us when you want to schedule the activity , we take the pleasure of reminding you.

We show the deal jobs here.

Edit Deal Details

To edit more details of a deal , go to deals list & click on the edit button as shown below

Thereby , we will redirect you to deal details page where you can edit details Few things before you proceed to edit:

As we mentioned before if you are trying to edit company , clear the contact first as they are dependent fields.

We can't let you change the pipeline of the deal , once it's created

Possible Reasons if you are unable to edit a deal :

Check the status of company & contact ( we can't let you submit the deal with inactive contact or inactive company ).

Check for the stage ( And you can’t edit a deal in its closed stage ( closed win or closed lost ) , for that you need to edit its stage first ).

We dont let you edit a deal if the owner of the deal is inactive.

Once you are done updating the deal details satisfying the above mentioned points , hit on ‘submit’ . Congratulations ! Now you have successfully updated the deal.