Creating a New Deal from the Company Detail Page
Adding a Deal from the Company Detail Page
To create a new deal directly from the company detail page, use the + Deal option. This feature allows you to link a deal with the selected company without navigating from the company’s profile.
- Click the + Deal button on the company detail page.
- Add Deal form will appear where you can input essential deal information, such as deal Title, Pipeline, Stage, Primary Contact, Related Contacts, Company, Deal Value, and Sales Owner.
- Once all details are entered, save the deal. It will now be linked to the company and accessible from both the company profile and the deals section.
Related Articles
Key Actions in the Contact Detail Page
What are the key actions available at the top of the Contact Detail page? At the top right corner, you'll find several buttons and an ellipsis icon offering various functionalities. These features are designed for quick navigation and management of ...Adding a New Product in Twozo
Add Product Add Form Creating a new product enhances the ability to manage and track items within deals efficiently. In the product module locate the +Product option at the top right corner. Click +Product to open the Add Product drawer. Fill in the ...Updating Contacts in Detail View
How can edit and manage contact details in the detail view? The detail page will display the profile picture, first name, last name, LinkedIn icon, Facebook icon, designation, and company at the beginning. Summary Edit To edit summary fields, click ...Overview of Deal Fundamentals
What is a deal and what are its key components? In Twozo Customer Relationship Management (CRM) systems, a deal represents a potential sales opportunity and monitors a lead’s progress from the first interaction to a final decision. Essential ...Overview of Key Features in the Company Detail Page
The Company Detail page provides a centralized location for managing essential information about each company, enhancing efficiency in tracking interactions and nurturing relationships. With easy access to key details, you can streamline your ...