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Deals · Guide · 1 min read · WhatsApp Web

Track a deal on a lead

You record a deal on a lead and close it when it ends. Use it for each piece of business you are working with a customer.

Available on paid plans.

Syncdo inside WhatsApp Web: the New deal form beside the chat (name, value and currency, deal stage), with the lead's earlier deals won and lost
Video coming soon

Steps

  1. 1

    In the lead panel's Deals section, click + Create deal.

    Give it a name, a value and, if you like, an expected close date.

  2. 2

    A contact has one open deal at a time.

    Click Edit to update it.

  3. 3

    When it closes, click Won or Lost.

  4. 4

    Closed deals stay in the contact's history, and Create deal is back for the next one.

Progress is saved in this browser only.

Questions

How do I add a deal to a contact?

In the lead panel's Deals section, click + Create deal and give it a name, a value and, if you want, an expected close date. A contact has one open deal at a time; click Edit to update it. When it closes, click Won or Lost; closed deals stay in the contact's history and Create deal comes back for the next one.

Can a lead have more than one deal?

Yes, over time, but only one open deal at a time. Close it as won, lost or cancelled before you open another.

Which currency does a deal use?

New deals use your workspace's deal currency, set in Settings under General. Changing it applies to new deals only. Nothing is converted.

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