Deal Records

Deals are viewable in classic Map View, List View, or as Groups.

You can associate Deals with other Records, add them to Groups and use Circle and Heat Mapping to visualize which areas are bringing in the largest Deals.

Deal Record details include the list of fields below. Keep in mind that you can add Custom Fields to better meet the needs of your business.

• Deal name
• Amount
• Deal Funnel
• Deal Stage
• Closing Date
• Relationships
• Custom Fields
• Score
• Files

To add a Deal:

1. Tap on the universal “+” sign at the bottom navigation bar
2. Select “Deal”
3. Fill the desired blanks with the Deal information
4. Tap “Save Deal” to finish creating the record

To learn more about where to locate the Deals on the Map, visit this article