‫Now you're familiar with what a deal is.
‫I'm going to walk you through creating a new deal and much like any other record, what we need to do
‫is head over to that particular module and then we need to go and create there at the top right hand
‫corner here using the blue button, press create.
‫And then, as you can see, we need to start entering in some information about the deal.
‫So firstly, is going to ask us for the amount, so I'm going to put £10000 as an example here.
‫But of course, you need to put it.
‫And relevance to the deal.
‫The amount the deal is likely to be, and they give the deal a name now.
‫I would recommend having a rule of thumb in internally if your organization where everyone is giving
‫the same standard of name.
‫So there's like a template name that contains relevant information for everyone to then use and understand.
‫You could just call it the account name.
‫It might be worth doing something else, but I would leave it entirely up to you.
‫But I would just make sure everyone is using the same format.
‫Otherwise, things get very messy, very confusing, very quickly.
‫So deal name I'll just call this CRM crew sale as an example.
‫And then, hey, you can select the the pipeline.
‫So if you have got multiple pipelines that you have available, you can use this dropdown menu to select
‫the relevant pipeline.
‫And now we need to link this deal to an account.
‫So I'm gonna link it to CRM current, as do the business that is part of the deal.
‫And then the closing date.
‫So as you can see here, we've got the business required, which is the red lines, and it's asking
‫for the closing date.
‫So when do you anticipate this deal being closed off being completed?
‫So let's say, I think in two weeks time we'll get the closing date and then we got type.
‫So if you use the dropdown menu, you see either go existing business or new business, so select whichever
‫one is relevant of the existing business in this example.
‫And then we have stage so.
‫So the stage is the stage in the sales pipeline, and I'm going to come on to what the sales pipeline
‫is all about in the in a video.
‫It's coming this course, but I would leave it as qualification unless you are aware that this deal
‫is in fact way ahead of this stage, or you can change it to the relevant stage.
‫So sometimes a deal might slip through the net and never get ends up getting put on the CRM system.
‫And then you end up going back, realizing it's not on that, adding it to the system, but it's a few
‫stages ahead.
‫So this is where you can define its starting stage, if that makes sense, only this is qualification
‫like old and new deals should and then expected revenue.
‫Again, that is relevant to the amount that I've entered in there.
‫We've got a probability, so the probability is defined by the stage, so you can say if you change
‫the stage, it changed from 10 to 20.
‫If you're going negotiation review that, that is indicating the probability of the sale going through,
‫we've got lead source.
‫So none advertisment Coco.
‫Where did this lead?
‫Where did the deal come from?
‫I'm sorry if I say, for example, web research, not where it came from.
‫Next step, you can just write out a next step here in this box.
‫What what is a suggested route forward and what needs to be done?
‫Maybe you need to contact someone or do something along those lines.
‫Then we got contact names again.
‫You're going to want to associate a contact to this deal, and this would be the point of contact for
‫the deal.
‫So everyone is well aware of who to speak to if they need to get involved.
‫So I'll just set that as myself, and then you can allocate or assign a campaign source.
‫So if you know that this deal has come from a campaign that's been completed and you want to register
‫the deal against the campaign, then you can do as you can say, Hey, you can just search.
‫If if I had a campaign in the system, I'd be able to see the options here.
‫And then finally, we have our description.
‫And then if you need to write any additional information about this deal, then this would be the place
‫to do it.
‫And once you've done all of this, all you need to do is just press the save button.
‫And we have now created our first day inside of our Zoho CRM system.
‫And I'll see you in the next video where I talk about how we can manage our deals inside of the CRM
‫system.