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Working with Deals

Adding a Deal​

To create a Deal in PolyCRM, simply click the Create Deal button on the Dealboard or on the Deal Overview page. A modal opens that allows you to enter the most important information about the Deal.

Create New Deal

Updating your Deal​

Updating a Deal is easy – simply click the field you want to edit and click the checkmark once you are done.

Linking your Deal​

Deals can be linked to issues. This makes it easy to see tasks that need to be done. You can link a Deal to an issue clicking the link button on the Issues tab.

You can also use the plus button to create a new issue that will automatically linked to your Deal.

Deleting your Deal​

Deals can be deleted anytime by clicking the trashcan icon in the top right. Once a Deal has been has been deleted, it is gone for good, so be careful.