If you are using ActiveDEMAND CRM, you can manually add a new Deal for a contact in your account. To create a deal, edit the contact and scroll down to the Deals tab on the left side as shown on the screenshot. Click the "NEW DEAL" button.
If you can not see the Deals tab on your contacts, reach out to our support by emailing support@activedemand.com and we can enable this for you.
In case you have your third-party CRM integrated with ActiveDEMAND, there is no need for adding the deals manually as the deal stages can be pulled from the CRM automatically when mapped.
Learn how to add and manage deals from a third-party CRM:
https://engage.activedemand.com/hc/en-us/articles/4409433493783-Working-with-CRM-deals-opportunities-within-ActiveDEMAND
More about the external CRM integration:
https://engage.activedemand.com/hc/en-us/articles/360055258474-CRM-Integration
Comments
Please sign in to leave a comment.