Create Deal

🛠️ Create a Deal

To create a new deal in Concord CRM, follow these steps:

1. Go to the Deals section

   • Click on “Deals” from the main navigation menu.

   • Click the “Create Deal” button.

2. Fill out the deal form:

   • Deal Name (required):
     Give the deal a clear, descriptive name (e.g., Website Design Project for ABC Ltd).

   • Stage (required):
     Choose the current stage of the deal from the dropdown (e.g., Proposal Sent, Negotiation, etc.).

   • Target (optional):
     Add a goal or objective associated with this deal, if applicable.

   • Amount:
     Enter the value of the deal and select the correct currency (e.g., EUR).

   • Products (optional):
     Click + Add products to link specific items or services from your catalog.

   • Expected Close Date:
     Set when you expect the deal to be closed (default will show today’s date, adjust as needed).

   • Tags (optional):
     Add relevant tags to categorize or filter deals later (e.g., high priority, recurring).

   • Owner:
     Select who is responsible for the deal. Defaults to your user (e.g., Aron).

   • Contacts:
     Link one or more Contacts (individuals). Type in the search bar to find an existing one or click + Create Contact.

   • Companies:
     Link one or more Companies. Type in the search bar to find an existing one or click + Create Company.

3. Save the deal:

   • Click Save or Create at the bottom to finalize.