Teamgate offers several different ways how to quickly add a new deal!
1. Add new deal from the sales pipeline:
1.1. Navigate to Teamgate Deals
1.2. Click the "New" button
1.3. Fill all the information you need:
- Company/People;
- Name of a Deal;
- Price;
- Deal stage;
- Close date;
- Tag.
1.4. Click Save.
You'll be redirected to the Deals pipeline and your new created Deal will be marked green for a second.
2. Use the Quick Action Button!
2.1. Navigate to any Teamgate tab (Company, Files, Organizer, etc.)
2.2. Click on the arrow next the "New" button
2.3. Select the "Deal" option
2.4. Fill all the information you need:
- Company/People;
- Name of a Deal;
- Price;
- Deal stage;
- Close date;
- Tag.
2.5 Save.
You'll be redirected to the Deals pipeline and your new created Deal will be marked green for a second.
3. Add new deal to your People or Company card.
3.1. Open your contact card.
3.2. Click " + " icon in Deals tab.
3.3. Fill all the information you need:
- Company/People;
- Name of a Deal;
- Price;
- Deal stage;
- Close date;
- Tag.
3.4. Save.
4. Create the deal when you convert lead to a contact.
4.1. This option will help you to create an opportunity when your Lead is converted to Company/People. Assign a subject to your opportunity and select a pipeline/stage. You can also set the value of the opportunity. For more information click here.