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

  1. Tap Companies on the tab bar. If the Deals tab is not visible, tap More, and then tap Companies

  2. To open the company for whom you would like to create the deal, tap the company record

  3. Tap Menu and then tap New Deal to create a new deal record.
  4. Enter the deal's information. (See Creating Records)
  5. To associate the deal to a specific contact, tap the Contactfield and either:
    1. Select an existing contact by tapping the contact name to which you would like to associate.
    2. Add a new contact by tapping the +and entering the contact information and then tapping Save
  6. 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 deal document by your SalesNOW Administrator. Once the custom information has been added, the custom information will appear within the custom sub-tab.)
  7. Once you have completed entering all of the data into the deal record, tap Save to save this new deal record.

See Also:

Creating New Deals