TL;DR
- Track early interest before it becomes a booking.
- Save the deal with just the basics first.
- Finish quote and conversion setup from Deal Detail.
Steps
Step 1
Open Sales → Deals
Go to Sales → Deals and click New deal to open the quick capture form.
Step 2
Save the deal basics
Add a deal name, choose whether the opportunity is tied to a person, company, or no CRM record yet, and capture the sales context.
Step 3
Use CRM when possible
Search for an existing person or company, or use the quick add action to create one inline. If nothing exists yet, save a fallback contact and connect CRM later.
Step 4
Continue from Deal Detail
After save, open Deal Detail to set the branch, rental dates, requested category, and quote workflow. The same quick capture page also opens automatically if you try to save a quote before linking a deal.
Validate your work
- The deal appears in the list with the right status.
- The deal detail page opens after save so you can continue follow-up.
- You can connect CRM, set conversion data, and create the quote from Deal Detail.