Go to the Left Navigation -> Click on the “Sales” -> Click on the “Deals“.
To create a new Pipeline -> Click on the “Sales Pipelines“.
Provide the Pipelines information and click on “Apply“.
To create a New Stage under the Pipeline Click on “Sales Stages“-> Provide the Information and select the required Pipeline and then click on “Apply” Button.
To create a new deal -> Click on the “+Add Deal”
Provide name of the Deal, select required Pipeline and Stage and other all Information and then click on “Save” button.
If List View is required then Click on “List View“
The Deal module also provides with various of Reports like shown below.
