To create a new deal, log in to your LawGro account:

  1. Once logged in, click Quick Add (+) on the header, then click Deal
  2. Enter Name and Description of the deal.
  3. Choose Contact and Team Member from the dropdown list.
  4. Enter Amount and Win Probability of the deal.
  5. Choose the Status of the deal from dropdown list. By default, status is defined as    "In Progress".
  6. Enter the Expected Closed Date of the deal.
  7. Click Save.

Once you save, you’ll be redirected to the deal page.


Related Articles:

Deals Overview
Create a new deal
Use filters to sort deals
Deal Searches
Edit deal
Delete deal


About LawGro:

LawGro is an online legal practice management software - it enables lawyers to increase client happiness and grow law firm business.

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