Deals

A Deal represents a potential sales opportunity your company is pursuing with a customer or prospect. Deals help track progress, manage collaboration, and estimate potential revenue until the opportunity is closed.

To access Deals:

Login → Desktop → Frappe CRM → Deals

Create Deal

To create a new deal in Frappe CRM:

1. Go to Frappe CRM → Deals.
2. Click Create in the top-right corner.
3. In the Create Deal dialog, choose whether to link:
   • An existing Organization
   • An existing Contact
4. Enter organization-related details:
   • Organization Name
   • Website
   • Industry
   • No. of Employees
   • Annual Revenue
   • Territory
5. Enter primary contact details:
   • First Name
   • Last Name
   • Primary Email
   • Primary Mobile No
6. Set the Status (for example, Qualification).
7. Assign a Deal Owner.
8. Click Create to save the deal.