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
Open Sales → Deals
Go to Sales → Deals and click New deal to open the quick capture form.
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.
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.
Add the rental request if known
Use the same date-range calendar as Booking, then set pickup and return times, branches, and vehicle category. These fields are optional. Your choices carry into Add quote without saving a deal first.
Continue from Deal Detail
Choose Create deal to save the enquiry without a quote, or Add quote to continue in the same draft. Add quote opens Trip, Price, and Review without saving a deal first. The final Create deal and quote saves both and opens the quote inside its 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.