Quick Add a Deal

When you create a deal, you need to give it a name and choose a status. You can also add other information as needed.

When you Quick Add a deal from a contact page, the contact name will automatically be filled in the Who is this deal with? field.

When you have a deal with a contact, you will see a link to the deal from that contact's page.

All the deals that you create can also be accessed from the Deals tab.