Creating New Deals
To create a new deal record, follow these steps:
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In the main tab menu highlight the Deals tab and click the trackball
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Click the menu button and select New Deal
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Enter the deal's information. Scroll the trackball to the next field that you would like to complete (See Creating Records)
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To associate the deal to a specific contact,
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Select an existing contact by clicking the magnifying glass
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.), or -
Add a new contact by clicking the green plus sign
and entering the contact information, pressing the Escape key and clicking Save -
To associate the deal to a specific company,
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Select an existing company by clicking the magnifying glass
and clicking on the company name to which you would like to associate, or -
Add a new company by clicking the green plus sign
and entering the company information, pressing the escape key and clicking Save -
Enter any custom information related to the deal. (Note: the custom fields will not appear if there are no custom fields that have been added on the lead document by your SalesNOW Administrator. Once the custom information has been added, the custom information will appear within the custom sub-tab.)
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Once you have completed entering all of the data into the record, click Escape to choose one of three options:
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Save to save this new deal record
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Discard to not save this new deal record
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Cancel to continue working on this new deal record
Note: If you do not see the Deals tab within SalesNOW, ask your SalesNOW Administrator to turn on the deals module within your SalesNOW environment. See Turning On/Off Modules.