Add Deal

Add a new deal

An account is mandatory to add the deal. Choose the account from the dropdown or use the 'Add New Account' to add a new one.

Click 'Next'. Add a Deal Room name.

Label	Description	Comments
Deal Pipeline	Select a pipeline for the deal	Navigate to the 'Settings page to create pipelines.
Deal Room Name	Add a name for your Deal	For example, Projetly Marketing, Starc Onboarding etc.
Deal Room Template	Select a template to suit your requirements.	You can use the default 'Sales Deal Room' template. Alternatively, you can also choose to create a template from scratch.
Milestones	Click the +x button to view and organise the milestones within the selected template. Click on the add milestone button and add a name.	You can drag to reorganise the milestones to suit your requirements. Applicable if you select 'Create project from Scratch' in the above step.
Start Date	Use the calendar to select the start date of your sales deal.
Due Date	Use the calender to select the start date of your sales deal.
Show Forecasted Date	Use the toggle to calculate the forecast date based on the deal's progress.	The deal forecast date is updated daily in the project summary based on the due date vs. the progress and risks involved in the deal. This also contributes to the deal's health score.
Expected Deal Value	The deal value can be either ARR, MRR, Fixed cost, or time and materials
Project Fee	Add the project fee value, if applicable to the project.	Contributes to the revenue calculation.
Deal Room Owner	Select a deal room owner	This owner is someone from the organization's side.
Deal Room Owner (Customer)	Select an owner from the customer's side.
Does this involve a partner?	Enable to add a partner to the deal.	Add a partner to assign tasks, invite to meetings, etc. Once enabled, the two additional fields appear
Select Partner Company	Use the dropdown to select the partner company.	The partner company must be added to the company section on Projetly. Use the 'Add Partner' button to add multiple partners to the same deal.
Select Partner Owner	Use the dropdown to select the partner owner.	The partner user must be added to the contacts section on Projetly. Partner users can be added later from the deal settings section.
Invitation Configuration	Choose when to invite the customer.	You can choose to send the invite immediately or later. Please note that the partner or customer will not be able to log in without the invite.

Click 'Submit' to save and add the deal. The default landing page for the newly added deal is the 'Deal Memory'.

Navigate to the Deal Details or Deal Overview page to send the partner/customer invites at a later time.