The Add Deals feature in the CRM enables users to capture, track, and manage potential sales opportunities efficiently. Each deal holds essential information like contact details, notes, status, and activity logs—helping teams stay organized and aligned throughout the pipeline.

Structuring deals into defined stages improves visibility, streamlines follow-ups, and supports better collaboration, ultimately increasing the chances of closing more sales.

Step 1: Log in to your account and click the Deals icon on the left-side navigation menu.

The Deals board will appear, showing all existing columns and deals.

Step 2: Go to the column where you want to add the deal (e.g., Interested, Meeting Booked, etc).

Step 3: Click the Create Deal button at the bottom of the selected column.

Step 4: A modal window will appear. Enter the necessary deal information and click Create.

After clicking Create, a pop-up will appear saying “Ticket Created Successfully,” and the new deal will be added to the selected column.

Columns represent stages in your pipeline and help you organize deals based on their progress. You can add custom columns with a name, stage type, and follow-up settings to match your workflow.

Step 1: Log in to your account and click the Deals icon on the left-side navigation menu.

The Deals board will appear, showing all existing columns and deals.

Step 2: Click the Add New Column button on the right side of the last column.

Step 3: A modal window will appear. Enter the column name (e.g., Demo Booked) and click Create.

After clicking the Create button, a pop-up message saying “Column created successfully” will appear, and the new column will be added.