{"id":1305,"date":"2020-06-16T03:35:54","date_gmt":"2020-06-16T08:35:54","guid":{"rendered":"https:\/\/fridaycrm.com\/blog\/?p=1305"},"modified":"2020-10-26T22:25:47","modified_gmt":"2020-10-27T03:25:47","slug":"02-03","status":"publish","type":"post","link":"https:\/\/fridaycrm.com\/blog\/support\/02-03\/","title":{"rendered":"02.03 &#8211; Creating a Deal and Linking to a Contact &#8211; GETTING STARTED WITH THE SYSTEM"},"content":{"rendered":"\n<p>The concept of the Deal is described in the <a href=\"https:\/\/fridaycrm.com\/blog\/support\/basic-terms-deal-contact-activity\/#deal\">summary<\/a>.<br><\/p>\n\n\n\n<p>The Deal is created:<\/p>\n\n\n\n<ul><li><strong>manually<\/strong> by a manager (client\u2019s inquiry or active sales)&nbsp;<\/li><li><strong>automatically<\/strong> (e.g., when a request is received from the website)<\/li><\/ul>\n\n\n\n<p>The <em>New Deal<\/em> button is available<\/p>\n\n\n\n<ul><li>in the Deal list interface in the right upper corner&nbsp;<\/li><li>in the profile of company or its related person<\/li><li>in the profile of each individual person<\/li><\/ul>\n\n\n\n<p>To link the new Deal with already existing contact, the Deal profile provides the <em>Link Deal to company or person <\/em>option. Lean more in the <a href=\"https:\/\/fridaycrm.com\/blog\/support\/03-02\/\">summary<\/a>.<br><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The concept of the Deal is described in the summary. The Deal is created: manually by a manager (client\u2019s inquiry or active sales)&nbsp; 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&nbsp; in the profile of company or [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[6],"tags":[],"yst_prominent_words":[184,166,455,335,327,185],"_links":{"self":[{"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/posts\/1305"}],"collection":[{"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/comments?post=1305"}],"version-history":[{"count":2,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/posts\/1305\/revisions"}],"predecessor-version":[{"id":1593,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/posts\/1305\/revisions\/1593"}],"wp:attachment":[{"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/media?parent=1305"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/categories?post=1305"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/tags?post=1305"},{"taxonomy":"yst_prominent_words","embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/yst_prominent_words?post=1305"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}