How to Create a New Deal

To enter a stage in a pipeline, a marketer sets up specific standards for contacts. When a contact meets up the standards, deals are created. It is built to track the sales in a pipeline. The best part of creating deals is that you can create them manually and even automate the creation of deals.

• Go to the Aritic dashboard>>Settings>>Sales Settings>>Click On Deal.

To create deals, click on the “Deals” tab. Once you have clicked on it, you have entered into the CRM.  If you click the green “+New Deal” icon in the upper right corner. An “Add Deal” window will appear on the screen. After entering the information, click on the green “Add Deal” button in the window.

• Add the Deal Details.

If you want to keep an eye on the display in the CRM, click on the buttons which are present just below the “+New Deal”. Click on the right icon will help you arrange pipelines and their stages horizontally.  To manually create deals, click on the “+Add Deal” button at the bottom of each stage. The deals get stacked vertically under the stage you add them to.