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.
- Click Deals on the left menu.
- Click the pipeline dropdown to select the pipeline.
- 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.
- The “Add a New Deal” window will open. Complete the required fields.
- Click the “Add Deal” button when finished.
The new deal will be added to your pipeline.
Create a deal from a contact’s profile page
Deals can be created for any contact right from their profile page.
- Click “Contacts” on the left menu.
- Locate the contact you wish to create a deal for and click their name to open their profile record.
- Click the “Deals” tab next to the “Personal Info” tab.
- Click the “Add a deal” button.
- 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.
- 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.
- Click Deals on the left menu.
- Click the pipeline dropdown to select the pipeline.
- 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.
- The “Add a New Deal” window will open. Complete the required fields.
- Click the “Add Deal” button when finished.
The new deal will be added to your pipeline.
Create a deal from a contact’s profile page
Deals can be created for any contact right from their profile page.
- Click “Contacts” on the left menu.
- Locate the contact you wish to create a deal for and click their name to open their profile record.
- Click the “Deals” tab next to the “Personal Info” tab.
- Click the “Add a deal” button.
- 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.
- When finished, click the “Add Deal” button.
The Deal will be added to the Deal page for the contact.
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