How to Manage Multiple Deals Under the Same Contact

1. Click on New Appt.

For this example we'll start both Deals manually. In some cases the initial Deal may come as an Estimate Request from the client.

2. Click on On-Site Estimate

3. Complete the New On-Site Estimate Form

In this example we will be creating (2) deals for Tommy Callahan of Callahan Auto Parts.
The first deal will be for their Sandusky, OH location - Exterior Painting.

4. Click on Save

5. Next, we want to change the name of the Deal. To do this click on Deal Name

6. Click on Edit Deal Details

7. Edit the Deal Name

Here, we'll call it Callahan Auto (Sandusky)

8. Click on Save

9. The Deal Name is now "Callahan Auto (Sandusky)" on our Sales Pipeline

10. Click on New Appt.

Now, we will create our second deal for Callahan Auto (Chicago.)

11. Click on On-Site Estimate

12. Complete the New On-Site Estimate Form

This time, for the Chicago location.

13. Click on Save

14. Click on the Deal Name

15. Click on Edit Deal Details

16. Edit the Deal Name

This time, we'll call it Callahan Auto (Chicago.)