Open Deals, click New Deal, then New deal. Pick the lead the deal is for, check the salesperson and stage, add the amount, and click Create Deal.
Steps
- Go to Deals.
- Click New Deal, then choose New deal.
- Under Client (Lead), choose the lead. The deal has to belong to a lead, so add the lead first if it is not there yet.
- Check the Salesperson. It starts as you.
- Choose a Stage. It starts at Prospecting.
- Enter the Opportunity Amount.
- Leave Revenue empty for now. You can set it when the deal reaches Contract or Closed Won.
- Check the Commission %. The default shows on the form, and you can override it for this deal.
- Click Create Deal.
Import deals from a file
Click New Deal, then Import CSV to bring in several deals at once.
Link a deal from a lead
Open a lead and look under Linked. Click Link to connect a deal to that lead. See How to open and work a lead in FlowForce.
If it did not work
I cannot find my lead in the Client list. Add the lead first from Leads, then come back.
Revenue is greyed out. Revenue is only available at the Contract or Closed Won stage. Set the stage first.
The commission looks wrong. Change the Commission % on the deal, or set the company default in My Company. See How to customize deal stages and set commission in FlowForce.