To create a new deal, log in to your LawGro account:
- Once logged in, click Quick Add (+) on the header, then click Deal.
- Enter Name and Description of the deal.
- Choose Contact and Team Member from the dropdown list.
- Enter Amount and Win Probability of the deal.
- Choose the Status of the deal from dropdown list. By default, status is defined as "In Progress".
- Enter the Expected Closed Date of the deal.
- Click Save.
Once you save, you’ll be redirected to the deal page.