Create a New Deal in the Manage Deals tab

Admins have the option to create a new deal, manually, under the Manage Deals tab.

NOTE: You can only create one deal at a time from the Manage Deals tab.

To create a new deal:

1. Go to Results > Manage Deals
2. Click the "New Deal" button

   

3. A pop-up window will appear will all fields blank:

   

4. Enter in the deal Id:
   1. In order to Save this new deal you will have to change the Deal Id. Deal Id always has to be unique. If you do not expect this new deal to be associated with any deals/opportunities in Salesforce, it is recommended to add a _1. For example, 006o000000JbD8z is the original Deal Id, but 006o000000JbD8z_1 is the new, unique Deal Id.

      NOTE: Creating this custom Id ensure this deal will only be available in Express and not in Salesforce.

   2. If you are looking to have the deal link to a Salesforce Id, you will need to copy the unique Id from Salesforce (oftentimes found in the URL) and paste it in the Deal Id field. This Salesforce Id cannot have been used as the Deal Id in any previous deal.

      NOTE: Deal Id may not be the only unique Id. To confirm the unique Ids needed go to Setup > Define Deal Attributes > search for the mapping the deal should have imported with > review all fields with the checkmark "Unique Id".

5. Enter in the Salesperson field.

   NOTE: The required Currency field will automatically fill in once a Salesperson is selected. 

6. Enter in required fields details (indicated with an asterisk * next to the field name), if any, and any additional field information:

   

7. Click the floppy disk icon to save the new deal.