Create a New Deal
Deals can be created in Highrise several different ways.
Add a deal from the main deals page
Deals tab on the left sidebar.
Add a New Deal.
Add a deal from a contact page
You can also add a deal directly from a contact's page. Click the
Deals tab and
Add a New Deal.
The contact will automatically be associated with the deal you create.
Add a deal by email
You can create deals via email by using your Highrise dropbox address. There are two ways to do that:
Forward an email directly to your dropbox address, and place the new deal directive in the body of the forwarded message.
/deal NEW DEAL
/deal NEW DEAL to the email will create a new deal that includes the email you forwarded. You can replace NEW DEAL with whatever you want to name the deal you're creating. See an example.
2. BCC/CC or autoforwards
You can CC/BCC your email to your dropbox address, just add +deal to it. For example:
A new deal will get created using the subject of the email as the deal name.
You can also use autoforwarding rules to forward emails to
dropbox+deal@ and new deals will created for each email automatically.
Filling in deal details
You can add a variety of details to each deal you create.
Who's the Deal with?
This field lets you specify the contact the deal is with by searching for a company or person in Highrise. A deal can only be with one contact.
Name the deal
Provide a name that indicates what your deal is about.
Describe the deal
Write a short description about the deal. This will appear on the sidebar of the deal page.
Add a price and specify the currency of the deal. Options include a fixed bid, per hour, per month, or per year.
Choose a Category
Select a category for a deal or leave it blank. Read more about deal categories.
Who's Responsible for the deal?
All deals must be tied to an existing user in your account. Select a user from the menu.
Only one person can be responsible for a deal.
Who can see this deal?
Each deal has its own permissions.