Add a customer and a deal

Start with a customer, then create a deal linked to that customer. This gives your team a record to manage and an opportunity to track.

Step 1: Create the customer

1. Open Create Customer.
2. Enter the Company Name.
3. Complete any optional customer details you need.
4. Click Create Customer.

Need more detail? Read Contacts/Customers.

Step 2: Create and connect the deal

1. Go to Deals and click Create.
2. Enter the Deal name.
3. Select the customer you created in the Customer field.
4. Complete any optional deal details you need.
5. Click Create Deal.

Your new deal now appears in the pipeline. Update its stage as the opportunity progresses.

For the full workflow, read Create Deals.