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Aneta Koreba
Written by Aneta Koreba

What are CRM deals?

Basic information about deals

What are Deals?

Deals are your sales opportunities - each of them represents a possible deal that has to be closed by your agents. CRM enables you to sort and manage them easily - all you need to do is to put them in the right place in your Deals section.

How to create a new deal

1. Go to the Deals section and click "Add a deal".

2. Fill out the form. Your new deal is now added to the system.

Deal's profile

In, each deal has its own profile where all the information regarding this deal is stored. You can access it by clicking on a particular deal's name in the pipeline view.

It works analogically to user profiles so you can see here past events, activities as well as companies and people it concerns.

Deal management

To learn about deal management, read this article.