Creating Deals
There a multiple ways to create deals within and outside of the Journeybee platform depending on your companies use cases.
Journeybee User Interface
Within the global deals page by pressing the "Create Deal" button, you can either create a deal with an existing lead or create an entirely new deal and lead at the same time.
You can also do the same within your partners portal by entering a partner and going to the deals tab.
CRM Integrations
If you have connected a CRM integration, our two way sync will also automatically create deals within Journeybee or your CRM.
If a lead has been linked to your CRM and Journeybee, any deal that has been created in your CRM will also be automatically created in Journeybee and vice versa.