Click on +Create Deal button
Deal Deatils:
Deal Name * (Mandatory)
Defines the deal title.
Examples:
- ABC Pvt Ltd
Used in:
- Deal table
- Search
- Reports
- Activity logs
If empty, the form will not submit.
Stage (Dropdown)
Default: Prospecting
Typical stages:
- Prospecting
- Qualification
- Proposal
- Negotiation
- Won
- Lost
Impacts:
- Pipeline placement
- Reporting
- Forecast probability (if configured)
Source
Origin of deal.
Examples:
- Reference
- IndiaMART
Used in marketing ROI reporting and filtering.
Close Date
Expected closing date.
Used for:
- Forecasting
- Ageing analysis
- Overdue tracking
Remark
Short internal note.
Visible in both:
- Deal Table
- Deal Detail
Description
Long-form deal explanation.
Used for internal understanding and review.
Does not affect calculations.
Contact Details Section
Person Name * (Mandatory)
Dropdown supports:
- Selecting an existing person
- Creating a new person
If new is created:
A Person record is created in the system for future use.
Organization Name (Optional)
Links deal to an organization.
Supports selecting existing or creating new.
Contact Number
Primary phone number.
Plus icon allows multiple numbers.
Stored in Person record.
Used in call logging and communications.
Email
Primary email with option to add multiple.
Used for communication and templates.
Special Date Checkbox
When enabled, shows:
- Birth date
- Anniversary date
These dates are saved in the Person profile and can support reminders and relationship management.
Person Address Details
Billing Address
Select existing or add new (+ Address).
Stored in the person record.
Can be used for quotation and invoicing flows.
Shipping Address
Select existing or add new (+ Address).
Used for delivery and invoicing contexts.
Product Details Section
This section drives revenue and quotation generation.
Product table fields:
- SR. NO.
- ITEM NAME
- QTY
- RATE
- AMOUNT
- ACTION
How it works:
- Select product from dropdown.
- Add new product instantly via + product / New Product option (if enabled).
- Amount is auto-calculated:
Quantity × Rate - New Row adds another product line.
- Delete (trash) removes a row.
Total Amount is auto-summed and becomes the Deal Amount.
Product details support one-click quotation generation.
Recurring Deal Section
Options: Yes / No
If Yes:
- Deal may repeat (if recurring automation is enabled)
- Useful for subscriptions and monthly retainers.
Other Details Section
Displays all custom fields configured by the business.
Business Logic Flow
Create Deal
→ Stage = Prospecting
→ Add Product
→ Schedule Activity
→ Move to Proposal
→ Move to Negotiation
→ Mark Won
→ Revenue booked
Common Mistakes to Avoid
Creating a deal without products
Not setting the close date
Selecting the wrong stage
Creating duplicate Person records
Forgetting to update amount