A Deal Source helps you assess the source of your business agreements. This gives you insight into where, who or what is the source of most of your deals. It is a great way to provide data for sales reporting and forecasts for your business.
To Add Deal Source
- Click on the Gear Icon next to your profile picture at the top right of the page and choose Settings
- In the Settings page, choose Deal Source as highlighted in the image below
- +Add New
Another way to add Deal Source:
You can also add new Deal Source on the fly, when adding new deals.
In the Add Deal pop-up, just click on Advanced, Add New button under Source name and define a new Deal Source name, then it is saved along with the created deal.