How to Create a Deal in Your Pipeline

Follow this guide to learn how to create deals to fill your Pipeline!

• Click on the Deal Flow tab on the left-hand menu
• Make sure you are on the Deal Flow section in the drop-down
  
• Make sure you are on the correct Pipeline if you have multiple.
• Click on Create Deal
  
• Fill in the details of the Deal
  • Name - Name of the Deal
  • Pipeline - Assign this new Deal to the correct Pipeline
  • Deal Stage - Pick the Deal Stage you want the Deal to be in, typically this would be the first one.
  • Deal Assignee - You can assign the deal to a specific teammate
  • Contact - Attach this deal to one of your Prospects
  • Line Item - Select an option from your Product Library
  
  
• Click on Save Deal once you have filled in all the information.
  • If you don't see the deal, refresh your page and it should appear!