The Mass Deal Creation feature will make it easier for you when you need to create Deals with the same parameters for multiple contacts. You can create Deals from the list view of Accounts or Contacts.
We will show you this feature in the Account list view. First, you need to select the Accounts for which you want to create new Deals. After selecting the Accounts, a green + Create button will appear. When you click this button, a dropdown will open where you select Create Deal. You can create a maximum of 200 Deals at once using this action.
A dialog box will appear on the right where you fill in the necessary information. The Deal needs to be named (it is set to "Opportunity at Account Name" by default). The Deal name can be edited by typing in text and selecting the parameters Account Name and Account City. The parameters are added to the name by clicking on the plus icon. Hovering over a parameter will bring up the Remove option.
In the dialog box, you can also add the Final Price, Stage, Category, Probability or add deals to a Project with the +Add button.
The Deals will be created after clicking on the Confirm button. You can view them by clicking on Open List of Deals
A list view of newly created Deals will be opened.
Deals can also be created from the Contacts list view.
For Contacts, in addition to the Account Name and the Account City, you can add the Contact Name to be part of the Deal Name.