Create a New Deal
Deals can be created in Highrise several different ways.
Deals tab on the left sidebar.
Add a New Deal.
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.
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.
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.