To create a deal for a contact, the contact must first exist. You should create a contact in Intercom, or Pipedrive, before completing these steps.

From the main screen, click Create Deal

On the deal creation screen, enter the name, value and status. Then click Create Deal

If the deal is successfully created, you will receive a success message as shown:

Click Done to return to the home screen and you will note the new deal under the contacts deal information.

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