What is a deal?
In Base, a Deal is a sales opportunity you've identified through one of your Contacts or Leads.
Create a deal and track it as it moves through the sales pipeline.
- Click on the Deals tab to navigate to the deals page.
- Select + New Deal and enter the deal information (Deal name, contact associated with the deal, value and source).
- After you have entered all of your deal information click Add.
Tip: Click the flame icon to designate a deal as hot. Hot deals will be noted on the Deals list.
HOW DO I ADD A CONTACT TO A DEAL?
To add a contact to a deal:
1. Click on the deal name to go to the details page.
2. Click on the + icon in the Associated Contacts box and type in the name of an existing contact or create a new contact or company.
Once a Deal is entered you can track its status as it proceeds through your Sales Pipeline.