Teal CRM Version: v1.0
The Deals module allows you to manage and view pre-existing opportunities that are set up within Teal as well as the ability to create a new Deals record.
Creating a New Deal
There are two ways to create a new deals/opportunity record inside of Teal. You can access the Add New Deals page either by hovering your cursor over the Deals menu link within the navigation bar at the top of the page and selecting the Add New Deals link
or by scrolling down to the bottom of the page after the list of existing deals you have inside of Teal and clicking on the green Add New button.
From there you will then be brought over to the Add New Deal page.
On this page you can insert the Name of the opportunity, assign the user who will be looking after the deal, the expected Close Date, the Account that the deal is with, the Value of the opportunity, the Contact that is associated with the account, the Probability percentage of closing that deal, the current Sales Stage, and the Next Step.
Once you have completed filling out all of the necessary information about that deal record, you will then be brought over to the deals details page to edit or review any information.