Creating New Deals

Deals can be entered manually, as described here, or created by converting a lead, as described in the section Converting Leads into Deals.

To create a new deal record, follow these steps:

1. In the main tab menu or from anywhere within the application, click the Deals tab

2. Click on new deal at the top right of the deal list

3. Enter the deal's information. Press the TAB key to move to the next field or click the mouse in the field that you would like to complete

4. To associate the deal to a specific contact,

1. Select an existing contact by clicking the magnifying glass next to the contact field and clicking on the contact name to which you would like to associate. (Note: if the contact is associated with a company, that company will automatically be associated to the Deal as well.)

2. Add a new contact by clicking the green plus sign and entering the contact information and clicking save and close

5. To associate the deal to a specific company,

1. Select an existing company by clicking the magnifying glass and clicking on the company name to which you would like to associate

2. Add a new company by clicking the green plus sign and entering the company information and clicking save and close

6. Enter any custom information related to the deal. (Note: the custom bar will not appear if there are no custom fields that have been added on the lead/deal document by your SalesNOW Administrator.)

   1. Click Save & Close to save this deal and display this deal record, or

   2. Click Save & New to save this deal and start entering a new deal record, or

   3. Click Cancel to not save this deal and return to the deals list. 

See Also:

Creating New Records

Viewing and Editing Records

Deleting Records

Restoring Deleted Records

Managing Records