Creating New Deals from a Company

To save time creating a new deal record, you may wish to create the deal directly from the company record. The benefit of this approach is that the system will automatically associate the deal to the company document. (Note: if you would like to also associate this deal to a contact record, you should consider creating the deal directly from the contact record to save time. See Creating New Deals from a Contact).

To create a deal from a company record, follow these steps:

1. In the main tab menu highlight the Companies tab and click the trackball
2. Highlight the company for whom you would like to create the new deal
3. Click the menu button and select New Deal
4. Enter the deal's information (as described in Creating New Deals)
5. Once you have completed entering all of the data into the record, click Escape to choose one of three options:

1. Save to save this new deal record

2. Discard to not save this new deal record

3. Cancel to continue working on this new deal record

See Also:

Creating New Deals