Managing your Deals within FreeAgent is fast and easy. You can add new ones, edit the existing ones or delete those that you don't longer need.
In this tutorial, we will cover the following topics:
Add Deals to FreeAgent CRM
To get started, go to the Deals app and click the 'Things You Can Do' button to show the available options. Then click '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 App.
Edit a Deal
To get started, go to the Deals app and click on the Deal you want to edit. You will notice the 'Edit' button right at the bottom of the information section when you hover over it.
On the 'Edit Deal' window, you will be able to change all the information related to your Deal, including the deal's owner. Once you are done with the changes click 'Save'.
Well done! You have successfully edited a Deal.
Delete a Deal
To get started, go to the Deals app and click on the Deal you want to delete. You will notice the 'Delete Deal' button right at the bottom of the information section when you hover over it.
Once you click on it, you will be prompted to confirm the process. Once you click on the 'Delete' button the Deal will be deleted from FreeAgent CRM. This action cannot be undone.
Note: Only the selected Deal will be deleted, the Lead and/or Accounts associated will not be deleted.
Delete Multiple Deals at once
It is possible to delete multiple deals at once. You can select up to 50 deals to delete at the same time, or select them all if necessary. To do so, go to the 'Deals App' and then select the list view (1).
Then select the Deals you want to delete by clicking on the square to the left of the Deal's name or click on the top square next to the 'Delete' button to select the first 50 Deals (2). The 'Delete' button (3) will be enabled as soon as you start selecting Deals. Once you have selected them all, click the 'Delete' button.
You will be prompt to confirm this process by clicking on the 'Delete' button on the confirmation box, as it cannot be undone.
Well done! You have successfully deleted your Deals.