CRM records
Manage a deal and its relationships
Track an opportunity with the correct account and person.
How to do it
- Open Deals and create a record with a clear name and stage.
- Choose a Company to narrow Contacts, or choose a linked Contact to fill the Company automatically.
- Set value, next step and owner, then update the stage as work progresses.
Check your result
The saved Contact and Company should describe the same relationship.
Good to know
A Deal is distinct from an Order; use the commerce module for fulfilment and payment context.
Still need help?
Tell us your BU code and the step where you got stuck. Do not include passwords, BU PINs, tokens or recovery codes.
Contact SupaChrome support