Batchbook Knowledge Base DealsHow do I add a new deal?

How do I add a new deal?

Adding a new Deal

1. Click on the New Deal button to initiate a new Deal.

 

A blank Deals form will appear for you to fill in.

 

Once you've filled in all the appropriate fields, click on the Save button to create this new Deal.

 

Hint: At the bottom of this form there's a checkbox that will allow you to grant access to all basic users to view this Deal.

A message will pop up to let you know that the Deal was successfully created. Click the Close button to be taken back to the Deals tab.

 

It may take a minute for your new Deal to appear. Use your filters or search to view and update your Deal as it moves along the sales process toward completion.