Create a deal manually
To add a deal manually:
- Go to the Deals app, open a pipeline, and click +Deal in the top right corner. When creating a deal this way, you can link the deal to a contact person immediately. To do that, click the magnifying glass icon in the Contacts field and select an existing contact from the list. If you want to create a new contact, click the +Create button to the right of the field and specify the contact’s name, position, phone number, email, Skype, etc.
- Open a company’s create, view, or edit page and click the + icon or the +Create button opposite the Deal field. The new deal will be automatically linked to this company.
- Open a contact’s create, view, or edit page and click +Deal. The new deal will be automatically linked to this contact.
When you create a new deal, the only required field is Name. By default, the user who creates the deal is specified in the Assigned to field. You can change or delete the user in this field. The other fields can be specified later on the deal’s page.
Create a deal using APIs
Each deal is an item of the Deals app. Using APIs, you can add new items into a pipeline. You can find the request parameters in the Create app item article. Read more in the Introduction to Web API article.
Create a deal using a web form
In ELMA365, you can set up your own web forms from scratch and place them on any page of your website. After a visitor fills in the form, the system automatically sends the data into the CRM workspace and creates a new deal. You can learn more about creating web forms in the Web forms article.
Import deals from a file
You can quickly add a large amount of data to ELMA365 apps by importing it from .xlsx or .csv files. For example, you can import deals from one company to another.
To start import, go to CRM > Deals. In the upper right corner, click the icon and select Data Import.
In the window that opens, select an .xlsx or a .csv file from your PC or from files uploaded to the system (click the icon on the right to use the second option). Click Import.
Read more about uploading data to the system in the Data import article.
Delete a deal
To be able to delete a deal, add the Delete button to the deal’s page.
Only users included in the Administrators group can add buttons to the deal’s page.
Open a deal's view page and click on the icon in the bottom left corner.
The icon will appear next to the Edit button. Click on it and then select the type of button you want to add in the pop-up.
After that the Delete button will appear on the form. Now users with respective permissions will be able to delete deals. The button will be added to all deals in all pipelines. Read more about button settings in the Customizing Pages of App Items article.
View the previously deleted deals
All deleted deals are hidden from pipelines. If you need to view a deleted deal, go to the pipeline it was in and click the icon in the search bar. In the top right corner of the search window, click Removed.
To see all deleted deals as a list, change the view to Table:
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