Create a Deal

The Pipeline View is a powerful Dashboard in Hibox CRM that helps you visualize and manage your sales actions and deals process.

  1. Log in to your Hibox CRM account and go into the “Deals” section on your left-side menu.
    You can have several pipelines if needed. 

  2. You can add a new “deal” from different stages as shown below.

  3. Add a Title, Description, Lead Type, Deal value, Pipeline, Stage. Expecting closing date and Owner. Click Save.

  4. You will find your new deal inside the selected pipeline, you can also move deals throughout your “stages” by dragging and dropping a lead.

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