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Michał Korba
Written by Michał Korba

What are CRM deals?

Get to know basic information about deals

What are Deals?

Deals are your sales opportunities. Each of them represents a possible deal that has to be closed. CRM enables you to manage their stage. Simply 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. 

Deal's profile

In UserEnagage, each deal has its own profile where all the pieces of information are 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.