Create a new Deal
- On your phone, start Upvise and go to the Sales app
- Tap on the + button and select New Deal, then enter a Name
- Tap on the Amount field and enter the estimated deal Amount. N.B.: this can be changed/refined later on
- Set the estimated Closing Date for the Deal. By default it is set to 2 weeks from Today
-
Tap the Company field and select an existing Company/Customer or tap the + button in the top right of the screen to create a
new one
- When a Company has been selected, the Contacts field gets automatically populated with all the Contacts belonging to this Company. Optionally you can update the Contacts field.
- Tap the Done button in the top left of the toolbar
Note: You can use the Description field as well to enter more information. If you need to capture more specific data about a Deal, you can define Custom fields for a Deal.
