How to add a Deal?

Adding a new Deal in CreamSoda is straightforward, and there are multiple ways to get it done, depending on where you are in the CRM. Here’s how:

You can start a new Deal from several areas within CreamSoda:

Deal Board: Simply click “+” at the top of a sales stage

Left menu bar: Click “+ Create New” and select Deal.

Quick Actions: Use the Quick Add "+" button.

Once you’ve selected your preferred method for adding a Deal, fill in the following fields to provide all necessary details:

Name: Give your Deal a title to help identify its purpose at a glance.
Pipeline: Select a pipeline to visualize where this Deal sits in your sales process.
Deal Stage: Assign a stage to the Deal, indicating its current position in the sales journey.
Value: Enter an estimated amount for the Deal. You can select the currency type for accurate projections.
Person: Link the Deal to an existing contact or quickly add a new one.
Company: Associate the Deal with an existing Company or create a new one on the spot.
Expected Close Date: Set a projected closing date to help with planning and forecasting.
Offer Id: Select the offer you want to associate with this deal. Only available if you have access to offers.
Deal Owner: Choose the team member responsible for this Deal.

When you’re done, just hit Create, and your Deal will be added to your pipeline, ready for tracking and management.