Deals A deal is a type of business proposition that you are working on with a prospect or an existing client. Within the deal you create todos and events that need to occur and have occurred, respectively, in order for you to close the deal. It is designed to help you keep track of potential business and business contacts. When you create a deal, besides associating it to a prospect or client, you can also associate it to one or more of the contacts for that prospect or client. You can assign a territory to the deal - territories can be created in the Account tab. A territory is simply an arbitrary geographical designation that you may or may not wish to record for each of your deals. You can assign a rating to the deal - this could be an indicator of the importance of the deal. The Amount is the monetary amount the deal is worth to you - in other words, how much money your company would stand to make if the deal was closed. You can assign a stage to the deal by making a selection from the "probability of closing" dropdown, and also enter the projected closing date of the deal. The Deals list will list all the deals that you have created. To view a particular deal, click on its name in the list. You will then see the deal in table format, with all its details, such as the primary contact. You can view the client or prospect, contacts, todos, and events associated with the deal by selecting the appropriate option from the links that appear above the "Edit Deal" dialog box. To customize the Deal form , go to Opportunities > Deals > [select a deal] > Edit. Click the customize link at the bottom of the screen. Enter a message, hint or tip (HTML is accepted), select the location for the message and Save. Deals > Create a New Deal 1. Click on the "Deals" tab. 2. Click on the "Create..." drop-down menu and select "Deal" from the list. 3. Fill out the "New Deal" dialog: Name the deal. 4. Select the prospect or client to which this deal is associated. 5. Assign a deal owner, if appropriate. 6. Add contacts associated with the deal. To assign one or more of the prospect/client's contacts to the deal, click on the "Create >" button found next to "Contacts: associate with this deal..." *Note: You must have selected a prospect or client before you can select the contacts. 7. Indicate if the deal is active. 8. Add other information relevant to the deal, such as status, qualitative rating, probability of closing, territory assignment, the actual deal closing date (when appropriate). *Note: The default status of a new deal is "Open." To change the status of a deal, see "Deals > Modify an existing deal record." 9. Add revenue forecasting information, such as expected deal value and projected closing date. The total deal value can be assigned to different dates by adding rows and assigning different amounts to different closing dates. If you have enabled multi-currency functionality, select the currency in which you want the deal to be recorded. 10. Add any additional notes. 12. Click on the "Save" button. 13. You will now be able to "View" your deal, and add todos and events to it. Notes: The "Save and create another Deal" button allows you to quickly create multiple deals by immediately loading a blank "New Deal" form. How would I modify or delete an existing deal?