The concept of the Deal is described in the summary.

The Deal is created:

  • manually by a manager (client’s inquiry or active sales) 
  • automatically (e.g., when a request is received from the website)

The New Deal button is available

  • in the Deal list interface in the right upper corner 
  • in the profile of company or its related person
  • in the profile of each individual person

To link the new Deal with already existing contact, the Deal profile provides the Link Deal to company or person option. Lean more in the summary.