A Deal is generated from a CRM Opportunity and is where pricing, builds and fulfilment are managed. This article covers creating the deal and setting it up ready to build.
Generating the Deal from an Opportunity
From the CRM Opportunity index, expand the opportunity you want to create a deal for and click the Generate Deal button. If a Customer is already linked to the CRM Account, you are taken straight to the New Deal form. If there isn't one, you are prompted to create the customer first.
Creating the Customer (if required)
The only field you should normally need to add is the Customer Code. If the account doesn't already have an email address, that is also required, as it is used when sending invoices. Once the customer is created, click New Deal to generate the deal — this takes you to the same New Deal form used when a customer is already linked.
The New Deal Form
The New Deal form includes three important fields:
Financed By — used when a Finance Company will receive the invoice rather than the customer.
Pricing Level — how you will internally calculate the price for the deal.
Invoicing Level — how the customer (or Finance Company) will see the pricing on their invoice.
See Sales - Pricing Levels and Invoicing Levels for detail on these two settings.
Next Steps
Once the deal is created, the next step is to generate one or more Builds and define their components. See Sales - Building the Deal and Bill of Materials.