A deal can also be known as a leads or sales opportunity to sell your products and services. You'll need to assign your deals to the right pipelines. Pipelines help you to track the progress for every prospect until they have successfully converted into customers.
You can also forecast the sales revenue based on the deals you are working on at the point of time. For each pipeline, you'll see the values and number of deals at a glance.
On Deskera Mobile App under “Deals” click on the “+(Add)” button for the creation of a new deal.
Creating a New Deal
A new screen will appear and you'll need to fill in the fields as below:
- Deal name
- Contact name
- Organization name
- Currency & Deal Value
- Select Pipeline
- Pipeline Stage
- Closing Date
Alternatively, you can add deals by clicking the Add symbol in each of the pipelines you have created.
Users using the Deskera Mobile App can only use the default pipelines. If you wish to create a new pipeline, you can only create an additional pipeline on the Deskera Sales web. Then, the pipeline will be sync to Deskera Mobile App.
Congratulations! You have successfully learned how to create a deal using the Deskera Mobile App
In the next article: Learn how to create an activity in the CRM Module on Deskera Mobile App.