Add Deals and Companies Yourself

Details

Your CRM has three views, but only contacts could be added by hand. If you wanted a deal in the pipeline or a company on the list, you had to ask an employee for it. Now the button in the corner follows what you're looking at. On Deals it says New deal and opens a short form for the name, stage, value, close date, and who it belongs to. On Companies it says New company. The record shows up in the pipeline or the list right away, and your employees keep working the same records as before.

What changed

• Create a deal straight into any pipeline stage
• Add a company with its website in two fields
• Link a new deal to an existing company and contact