Add a deal and link its contacts and company
Create a deal, and connect it to the company and the people you are selling to.
A deal records one sale. Link it to the company and the people involved, so that everything about the customer is in one place: the deal shows on their cards, and mail from them is filed on the deal.
Many deals start from a lead. In that case convert the lead instead: the deal, contact and company are made for you.
Add a deal
- Open Deals and click + New deal, or use Create → Deal in the top bar.
- Type the Title, for example "Acme – website redesign".
- Choose the Stage (and the Pipeline, if your workspace has more than one).
- Enter the Amount and its currency, and the Expected close date.
- Choose the Company and the Primary contact. When you pick a company that has a contact, that contact is filled in for you.
- Check the Responsible person: it is you to start with.
- Click Create deal.
For a faster form with only the essentials, click the lightning button next to + New deal, or Quick deal at the top of a board column.
Link a company and contacts to a deal
Open the deal. The Linked records box on the left has three places:
- Company: the business you are selling to.
- Primary contact: the main person. If you choose a company first and it has a contact, a line offers use … to fill it in.
- Other contacts: everyone else involved, such as a finance manager. Pick as many as you need; the × on a name removes it. Mail from any of them is filed on this deal.
Click Save when you are done. Under each linked company and contact you see its phone, email and address, so you have them to hand without opening the record.
See a customer's deals
Every deal linked to a contact or company appears on that record's Deals tab, with its stage and value. This includes won and lost deals.
Change a deal's details
On the deal, edit Title, Value, Stage, Expected close or Responsible person under Details, then click Save.