Creating Deals

In This Article

• Introduction
• Create a Deal (Web)
• Create a Deal (Mobile)
• Deal Details

Introduction

The following article describes how to create a new deal in Field Sales Tracker for web and in the Field Sales Tracker mobile application.

Create a Deal (Web)

1. Navigate to the Deals tab from the left-hand menu, or access Deals directly from a specific account profile.
2. Select the desired Deal Pipeline using the dropdown menu in the top-left corner.
3. Click the (Plus) button in the top-right corner to create a new deal.
4. Enter the deal details, then click Save to create the deal.

Create a Deal (Mobile)

1. Log in to the Field Sales Tracker mobile application and navigate to Home → List or Home → Map, then select the Account to which you want to add a deal (left).
   
   Tap the graph button to switch to the Actions tab (right), then tap Deals.
   
2. Tap the plus icon in the top-right corner of the screen (left) to create a new deal.
   
   Enter the deal details (right), then tap Save to create the deal.
   

Deal Details

• Title – The deal’s name.
• Pipeline – The pipeline to which the deal belongs.
• Stage – This will automatically default to the first stage of the selected pipeline. You can override this value if needed.
• Account Name – The Account to which the deal belongs. Multiple Accounts can be associated with a single deal.
• Assigned To – The sales reps responsible for the deal. Multiple sales reps can be assigned to a single deal.
• Amount ($) – The deal’s dollar value.
• Projected Closing Date – The deal’s expected closing date.
• Notes – Use this section to add any additional notes or important information.