< Getting started with Dealership CRM

CHAPTER 6

Learn Dealership CRM basics

Create your first deal

A deal in a sales pipeline contains information relating to a potential sale or opportunity—it is where you develop your sales process and get your leads to take action.

How to create a deal from a pipeline

New deals can be manually created in any pipeline. All deals created from a pipeline will have a contact associated with it.

  1. Click Deals on the left menu.
  2. Click the pipeline dropdown to select the pipeline.
  3. Decide which stage you wish to add a deal to and click “Add a Deal.” You can also click the “Add a deal” button at the top of the page.
  4. The “Add a New Deal” window will open. Complete the required fields.
  5. Click the “Add Deal” button when finished.

The new deal will be added to your pipeline.

Dealership CRM Add A New Deal

Create a deal from a contact’s profile page

Deals can be created for any contact right from their profile page.

  1. Click “Contacts” on the left menu.
  2. Locate the contact you wish to create a deal for and click their name to open their profile record.
  3. Click the “Deals” tab next to the “Personal Info” tab.
  4. Click the “Add a deal” button.
  5. A “Add a New Deal” window will open. Complete the fields listed in the modal to create a deal for your contact. Note that the “Contact Name or Email Address” field will already be populated. If an account is associated with the contact, that will also be listed.
  6. When finished, click the “Add Deal” button.
 

The Deal will be added to the Deal page for the contact.

CHAPTER 6

Learn Dealership CRM basics

Create your first deal

A deal in a sales pipeline contains information relating to a potential sale or opportunity—it is where you develop your sales process and get your leads to take action.

How to create a deal from a pipeline

New deals can be manually created in any pipeline. All deals created from a pipeline will have a contact associated with it.

  1. Click Deals on the left menu.
  2. Click the pipeline dropdown to select the pipeline.
  3. Decide which stage you wish to add a deal to and click “Add a Deal.” You can also click the “Add a deal” button at the top of the page.
  4. The “Add a New Deal” window will open. Complete the required fields.
  5. Click the “Add Deal” button when finished.

The new deal will be added to your pipeline.

Dealership CRM Add A New Deal

Create a deal from a contact’s profile page

Deals can be created for any contact right from their profile page.

  1. Click “Contacts” on the left menu.
  2. Locate the contact you wish to create a deal for and click their name to open their profile record.
  3. Click the “Deals” tab next to the “Personal Info” tab.
  4. Click the “Add a deal” button.
  5. A “Add a New Deal” window will open. Complete the fields listed in the modal to create a deal for your contact. Note that the “Contact Name or Email Address” field will already be populated. If an account is associated with the contact, that will also be listed.
  6. When finished, click the “Add Deal” button.
 

The Deal will be added to the Deal page for the contact.

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