There are several ways to add a new deal:
-
To add a new deal, click CRM > Deals > Add or click the small + button.
- You can add a new deal by opening a contact/company > clicking Deals > +Deal.
- Also, you can generate a new deal by using the Quotes actions menu.
- Or when viewing a quote:
- Or by using the Contacts or Companies actions menu:
If you add a new deal to a contact that is linked to a company, this deal will be added to the company too. If there are several companies linked to a contact, the deal will be added to the first company on the list.
In some cases, you need to select a deal pipeline when adding a new deal. Read more in the article - Multiple Pipelines and Sales Funnels in Bitrix24 CRM.
