Create your Deals in FreeAgent CRM is fast and easy by filling in the information.
Create a Deal
To get Started, go to the 'Deals' tab, then click 'Things You Can Do' to display the available options. Then click on 'Create New Deal'.
Complete the form below as described to create your Deals in FreeAgent. Please note that Account and Name are required.
Start by selecting the Account for which you want to create the deal. When you start typing the system will automatically show you the existing accounts that match what you have typed.
If the Account doesn't exist yet, it will be created automatically once the deal is saved.
The Deal name will be automatically generated based on the Account name, but you have the option to change it.
Then proceed to fill out the rest of the information on the form. Once all the information is ready, click on the 'Save' button, and the deal will be created.
Your newly created Deal will be available under the Deals Tab.
To learn more about how to manage your Deals or customize your Sales Stages, please visit the following tutorials: