CRM > Deals / New deals

New deals

When you create a new deal, it appears in the selected pipeline and also on the New page.

The counter shows how many new deals the employees have added. The number in the red circle is the number of deals that are currently on the first stage of all the pipelines.

If no sales rep is assigned to a deal, the Start Work button will be available next to the deal name. Once someone clicks on this button, the deal disappears from the New list and goes automatically to the next pipeline stage.

The New status cannot be changed to any other status until someone clicks the Start Work button.

Head of the sales department will find it useful to assign several deals at once. This can be done by checking the deals in the list and then clicking the Assign button, which will appear in the top right corner of the page.