Add deal form
Name and pipeline required; value, close date, stage, company, contact, owner, probability, description, custom fields.
Find it in PipeLeads CRM
- Deals
- Add deal
/crm/dealsThe chain
From what it does to where it takes you.
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01
FeatureWhat it does
Leave stage blank for the first open stage; leave probability blank to follow the stage.
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02
AdvantageWhy it beats the usual way
A deal takes seconds to log, with smart defaults.
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03
BenefitWhat you get
Deals get logged the moment they appear.
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04
Promised LandWhere it takes you
No opportunity lives only in someone's head.
Try it yourself
Put Add deal form to work.
See every deal. Know the next step. Let the follow-up run itself.