Add a new deal in no time.

When you add new deals for a contact or company record, Alore CRM saves you time by populating most of the deal’s record automatically with the most up-to-date information.

You’ll stop wasting time on manual data entry so you can send more emails, make more phone calls, and hit your target.

Step 1

Click on "all companies" under the section "View".

Step 2

Click on the company you want to add a deal to.

Step 3

Click on "+" to view add menu.

Step 4

Click on "Add Deal".

Step 5

Select a "Deal type".

If you want to add a new deal type click on "+" right next to deal type dropdown or learn more about adding a deal type.

Step 6

Set start date for your added deal.

Step 7

Add "value" of your deal.

Step 8

Briefly, describe your deal for future reference.

Step 9

Select the current status of your deal.

Step 10

Tag your team mate to bring them in the loop too.

Step 11

Click "Save Deal".

Your new deal will be added to your timeline for easy reference.

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