How do I manually create a Deal for a contact using ActiveDEMAND CRM?

If you are using ActiveDEMAND CRM, you can manually add a new Deal for a contact in your account. To create a deal, edit the contact and scroll down to the Deals tab on the left side as shown on the screenshot. Click the "NEW DEAL" button.



If you can not see the Deals tab on your contacts, reach out to our support by emailing support@leadintuition.co.uk and we will arrange its enablement for you.

External or Thirdparty CRM's

In case you have your third-party CRM integrated with ActiveDEMAND (Pipedrive, SalesForce...etc), there is no need for adding the deals manually, as the deal stages can be pulled from the your CRM automatically when mapped.

Learn how to add and manage deals from a third-party CRM


More about the external CRM integration:

Updated on: 02/04/2024