Follow the steps as stated below to convert a contact to a deal:
- Click on the Contact at the sidebar menu.
- You'll see the Contact list and click on the individual contact.
- Next, you'll be directed to their Contact profile page.
- Click on the ‘Add Deal’ button at the top right of the page.
- The dialog box will appear and fill in all the fields accordingly.
- Lastly, click on the 'Save' button to record down the deals.
Alternatively, you can also convert the contact to deal using the second method as stated:
- Click on the Pipeline at the sidebar menu.
- Next, on the top right of the page, select the 'Create Deal' button.
- Fill in the necessary fields in the dialog box.
- Once done, you can click on the 'Save' button.
Finally, you have created your deals successfully and make sure each deal is assigned to the right pipelines!.
You can drag and drop the deals to different stages for the selected pipeline.