A Deal is a record of the products or services that a Prospect or Client is interested in.
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Deals are an easy way of keeping track of the opportunity that you have with your Prospects and Clients.
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Each Deal is placed into a Pipeline Stage and it contains products that make up a Deal Value. This value forms part of your Sales Pipeline.
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These Deals get moved through the Pipeline based on where they are in your sales process.
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Once the Deal is won, the value is removed from the pipeline & the record of the deal, its value and products is stored within the Client profile.
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It is important to note that once a deal is closed with a Prospect, it becomes a Client.
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You can add Deals using the Plus Button or from within the Prospect and Client profiles
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Click on the buttons below to read more about Deals and how to use them:

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