Add a new deal

There are several ways to add a new deal:

1. To add a new deal, click CRM > Deals > Add or click the small + button.
   
2. You can add a new deal by opening a contact/company > clicking Deals > +Deal.
   
3. Also, you can generate a new deal by using the Quotes actions menu.
   
4. Or when viewing a quote:
   
5. 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.