Creating New Deals from a Contact

To save time creating a new deal record, it is a good idea to create a deal directly from the contact record. The benefit of this approach is that the system will automatically associate the deal to the contact and if the contact is associated with a company, such as ABC Manufacturing for example, the system will automatically name the deal record as ABC Manufacturing Deal.

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

1. Tap Contacts on the tab bar.

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

3. Swipe down from the top frame and tap New Deal to create a new deal record.
4. Enter the deal information. (See Creating Records).
5. 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).
6. 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