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.
Which plans have this: On Essentials and Intelligence.
Steps
- 01
In the lead panel's Deals section, click + Create deal.
Give it a name, a value and, if you like, an expected close date.
- 02
A contact has one open deal at a time.
Click Edit to update it.
- 03
When it closes, click Won or Lost.
- 04
Closed deals stay in the contact's history, and Create deal is back for the next one.
Other ways to do this
- Read your deals board (Dashboard)
Questions, answered
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. Deals are on Essentials and Intelligence, not Free.
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.