Add New Deals

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Working with Deals
Add New Deals

Deals are the crucial thing for every business. A user can manage business deals in Salescamp by using the 'Deals' feature.

In Salescamp, a user can add deals by 3 ways,

  1. Add New Deal
  2. Quick Add
  3. Import Deal

1. Add New Deal

You can choose 'New Deal' option if you want to add deals with all the necessary information like Name, Amount, Contact, Close Date, Deal Stage and Assigned to.

Steps to create a new deal,

  • Click on the "New Deals" button or on the "Add Deal" button as shown in the given image.
  • Fill the form with the details you want to add and click on 'Save Deal' to save the deal.

2. Quick Add

A user can quickly add new deal by just entering Name and Deal Stage. If you want to add deals quickly then enter Name, Deal Stage and click on 'Quick Add' to save the deal.

3.Import Deals

To import deals directly from your CSV, check this instructions Import Deals in Salescamp

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

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A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

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