Add new deal

Create, monitor and manage your deals with sBizzl to ensure the deal is completed on time.

• Navigate to CRM > Deals.
• Click on Add Deal button which is located on top right corner.

To create a deal from Customers.

• Customers: Navigate to CRM > Customers then select customer and go to the detail screen then click on Add > Deal button which is located on top right corner.

• Customer: This is a mandatory field, users can click on dropdown ▼ then search and select customer.
• Contact Person: While not required, users can leverage a dropdown ▼ to select a contact person associated with the chosen customer.
• Address: This is not a mandatory field, users can click on dropdown ▼ and select a customer address. When a customer with only one address then auto-fill on customer selection.
• Title: A mandatory field is available for users to enter a descriptive title for this deal.
• Description: it can be optionally added for further details.
• Pipeline: Selecting a pipeline is mandatory. Users can leverage the dropdown ▼ to select a pipeline.
• Status: Selecting a status is mandatory. Users can leverage the dropdown ▼ to choose the appropriate status based on the selected pipeline.
• Sales Person: Selecting a sales person is mandatory. Users can leverage the dropdown ▼ to select employee.