A Deal is a visual representation of all actions taken towards the closing of a sale from start to finish. Deals will also automatically pull all contact information from the Person/Organization they're associated with.
To better understand how this relationship with Contacts and Deals works, please review our article on how your data is organized.
Once you click on a deal, you'll be presented with it's detail page, which displays all Person information, Organization information, and all Activities, Emails, notes, and actions in regards to the Deal.
- Deals can be associated with a Person and/or Organization.
- Deals track all events and movements that take place throughout the sales process.
- Since a Deal is connected to a contact, any actions you perform on the Deal will also be associated with the Person/Organization related to it.
Anywhere that you see an Add deal button, you can add a deal. You'll find these in the following places:
The Deal Pipeline or List View
Any Person/Organization detail view
(This will automatically associate the deal with the contact page you're on)
Mail inbox page
Only admin users can import deals; click here to read our article on this topic.