{"id":920,"date":"2020-01-31T04:43:49","date_gmt":"2020-01-31T09:43:49","guid":{"rendered":"https:\/\/fridaycrm.com\/blog\/?p=920"},"modified":"2020-02-03T03:10:13","modified_gmt":"2020-02-03T08:10:13","slug":"how-to-create-deals-and-link-them-to-contacts-in-crm","status":"publish","type":"post","link":"https:\/\/fridaycrm.com\/blog\/support\/how-to-create-deals-and-link-them-to-contacts-in-crm\/","title":{"rendered":"How to create deals and link them to contacts in CRM?"},"content":{"rendered":"\n<div class=\"videoWrapper\">\n<div class=\"youtube hideamp\" id=\"6Np3wDML1eQ\"><\/div>\n<iframe loading=\"lazy\" class=\"hidenonamp\" width=\"992\" height=\"558\" src=\"https:\/\/www.youtube.com\/embed\/6Np3wDML1eQ?autoplay=1&amp;rel=0\" frameborder=\"0\" allowfullscreen=\"\"><\/iframe>\n<\/div>\n\n\n\n<p>What is the first step in any business?<\/p>\n\n\n\n<h2>The first step to success starts with a \u2018deal\u2019<\/h2>\n\n\n\n<div class=\"wp-block-image image-gray\"><figure class=\"aligncenter is-resized\"><img loading=\"lazy\" src=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/02\/how-to-create-deals_2-1024x564.jpg\" alt=\"\" class=\"wp-image-939\" width=\"512\" height=\"282\" srcset=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/02\/how-to-create-deals_2-1024x564.jpg 1024w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/02\/how-to-create-deals_2-300x165.jpg 300w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/02\/how-to-create-deals_2-768x423.jpg 768w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/02\/how-to-create-deals_2-400x220.jpg 400w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/02\/how-to-create-deals_2.jpg 1200w\" sizes=\"(max-width: 512px) 100vw, 512px\" \/><figcaption> New Deal<\/figcaption><\/figure><\/div>\n\n\n\n<p>To create a&nbsp; deal we click the Deals tab, then choose the button \u2018New Deal\u2019 in the top corner. Fill out the form which appears: state a name, tag it, and enter any other data. In the search bar, type the name of the company and click it to link it to the deal. Don\u2019t forget to save.<br><\/p>\n\n\n\n<div class=\"wp-block-image image-gray\"><figure class=\"aligncenter is-resized\"><a href=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/01\/how-to-create-deals.jpg\"><img loading=\"lazy\" src=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/01\/how-to-create-deals-1024x561.jpg\" alt=\"\" class=\"wp-image-921\" width=\"512\" height=\"281\" srcset=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/01\/how-to-create-deals-1024x561.jpg 1024w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/01\/how-to-create-deals-300x165.jpg 300w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/01\/how-to-create-deals-768x421.jpg 768w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/01\/how-to-create-deals-400x219.jpg 400w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/01\/how-to-create-deals.jpg 1200w\" sizes=\"(max-width: 512px) 100vw, 512px\" \/><\/a><figcaption>How to create deals<\/figcaption><\/figure><\/div>\n\n\n\n<h2>The deal has been created!<\/h2>\n\n\n\n<p>As you can see, all the information related to the company has shown up in the deal as well.<\/p>\n\n\n\n<p>Now let\u2019s go back to the list of deals, and we can see our new deal in the list and continue working with it.<\/p>\n\n\n\n<p>Now it\u2019s your turn to repeat the steps. Hundreds of people have already done it. Join them today.<br>The abovementioned tips work ideally for small businesses, from <a href=\"https:\/\/fridaycrm.com\/blog\/free-crm-for-consultants\/\">consultants<\/a> to <a href=\"https:\/\/fridaycrm.com\/blog\/free-crm-for-design-company\/\">design companies<\/a>. <\/p>\n","protected":false},"excerpt":{"rendered":"<p>What is the first step in any business? The first step to success starts with a \u2018deal\u2019 To create a&nbsp; deal we click the Deals tab, then choose the button \u2018New Deal\u2019 in the top corner. Fill out the form which appears: state a name, tag it, and enter any other data. In the search [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":921,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[6],"tags":[],"yst_prominent_words":[337,184,340,166,170,334,173,338,335,339,336],"_links":{"self":[{"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/posts\/920"}],"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=920"}],"version-history":[{"count":7,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/posts\/920\/revisions"}],"predecessor-version":[{"id":940,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/posts\/920\/revisions\/940"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/media\/921"}],"wp:attachment":[{"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/media?parent=920"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/categories?post=920"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/tags?post=920"},{"taxonomy":"yst_prominent_words","embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/yst_prominent_words?post=920"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}