Deal is the final stage of work with the customer. There are several ways how you can quickly create a deal in Bitrix24.
You can add a new deal in the CRM section. Open the Deals tab and click the Create button.
You can create a quick deal in the desired stage in the Kanban and Activities views. Click on the + button.
A deal can be created based on a lead.
Select one of the options in the upper right corner.
To create a deal from a contact or a company form, open the entity form, go to the Deals tab, and click Deal. Then select a pipeline.
To add a deal based on an estimate, open the actions menu in the Estimates tab and select Generate option - Deal.
Deals can also be added from the CRM form, online store and imported.
Creation form
Enter the deal and select a contact or a company in the About deal section.
Specify the type and the source of the deal in the More section, select the responsible person, and leave a comment, if required.
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 regular. Save the deal form.
To create a deal, open the Bitrix24 mobile app, click the Menu button, select the CRM section and click the + button.
Click Deal to open the deal creation form. Specify the deal name and select a contact or a company in the Customer field. You can also add a product.
You can create a deal from a lead and a quote.
Open the entity form and click the + button. Then select the Create from source option - Deal.
