To create a deal:

1. Go to the CRM section.
2. Open the Deals tab.
3. Click the Create button.

Click on the Plus (+) button to quickly create a deal in the Kanban and Activities views.

A deal can be created based on a lead in the item form.

Create CRM items from source

To create a deal from a contact or a company form:

1. Open the CRM item form.
2. Go to the Deals tab.
3. Click New deal and select a pipeline.

Sales pipelines

To add a deal based on an estimate:

1. Open the Sales tab - Estimates.
2. Click the menu icon in the list of estimates.
3. Select Generate - Deal.

Deal creation form

Specify the main information in the About deal section.

Client field in CRM item form

Specify the type and the source of the deal in the More section. Select the responsible person, and leave a comment, if required.

Statuses and dropdowns in CRM

Select a product or a service that the customer has selected in the Products section. If a customer makes the same purchase once a month, you can make the deal Recurring. Save the deal form.

To create a deal:

1. Open the Bitrix24 mobile app.
2. Tap the menu icon.
3. Select CRM section - Deals tab and tap the + button.

Tap Deal to open the deal creation form. Specify the deal name and select a contact or a company in the Client field. You can also add a product.