How to Create a Deal

Introduction #

Managing deals is crucial for tracking sales opportunities and negotiating terms with clients. This guide outlines the steps to create a deal in the Cosmic CRM module.

Prerequisites #

Ensure you have logged into Cosmic ERP with appropriate user credentials and have client details ready before proceeding.

Steps to Create a Deal #

1. Login to Cosmic ERP
   • Enter your credentials and click on the login button.
2. Navigate to CRM System
   • Once logged in, locate and click on ‘CRM System’ from the main menu.
3. Access Deals Section
   • In the CRM module, click on ‘Deal’.
4. Initiate Deal Creation
   • Click on ‘create new deal’ to start creating a new deal.
5. Enter Deal Details
   • Deal Name: Provide a name for the deal.
   • Phone: Enter the phone number related to the deal.
   • Price: Specify the price or estimated value of the deal.
   • Select Client: Choose the client associated with this deal from the available options.
6. Save the New Deal
   • Click on the ‘create’ button to save the new deal details.

Conclusion #

Creating deals in Cosmic CRM allows your sales team to effectively manage sales opportunities and track negotiations with clients. By following these steps, you can add new deals and ensure all relevant information is captured for successful deal management.