Deals is the stage when the sales team has made an agreement with the customer regarding your company's products. In the Barantum CRM application, you can easily make deals, here are the steps:

  • Select buttom PreSales, then click deals

  • Click Create New

  • Then fill in the form deals as you need, if you have click save

The following explanation:

1.Deals Name: The name of the deal
2.Contact Name: The name of the contact you want to make the deals
3.Amout: The nominal amount of the deal
4.Deals Source: Where you can get the deals
5.Deals Owner: The name of the deal maker
6.Comment: Comments on the deals
7. Organization Name: The name of the company you want to make deals with
8.Sales Stage: Stages of the deals
9.Currency: The name of the currency for its deals
10.Description: Description for these deals
11.Expected Close Date: The expected date of the deal is closed
12.Related Project: To correlate these deals with the project module
13.Attachment: To add files in the form of documents or images

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