A Sales Deal is a new business opportunity for your company. In Productive, this is where you will add Services, BCC Emails and communicate with colleagues from your team about topics related to a certain client. Create your first Deal for now to try this out.
Click on Sales in your navigation bar.
While in the Sales pipeline, click on the Add new deal button.
A new screen will pop out.
Fill out the information about your client and click on the Create deal button.