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Create a Deal/Record a Sale

Here's how you can quickly Create a Deal/Record a Sale in Ninjodo:

PRO TIP

Create Deals from Contacts page so it's automatically linked to them. 

 

STEP 1

From the top dropdown menu, choose to "Create A New Deal".

 

 

STEP 2

On the "Add New Deal" window, start entering all necessary details.

PRO TIP

Learn How to Create Deal Types and Deal Templates here and save time when creating Deals.

 

 

STEP 3

Select "One Off Sale" from the dropdown list.

PRO TIP

Learn How to Setup a Recurring/Repeat Deal/Sale here

STEP 4

Fill out the rest of fields and click "Save Deal" when done.

 

 

It's that easy to record a sale in Ninjodo!