8min

Create Deals

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Deals are sales opportunities that are associated with contacts in the CRM database. When a prospect becomes interested in your product or service, you can initiate a deal to move them through your pipeline and hopefully win it.

Usually, you would create a deal and manage its pipeline within the CRM, but now Leadjet has introduced a way to manage all deals directly from LinkedIn.

Create Deals

You can click "New Deal" straight from the prospects' profile. The deal created within LinkedIn is instantly synced inside your CRM.

Once a deal is created, you will be able to see and change the stages in which the deal is in your pipeline.

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Keep in mind that all of our features are meant to offer maximum flexibility for the user, so a two-way sync is put in place. This means that when any user changes anything inside the CRM, the changes are also reflected on the LinkedIn interface.

Create Deals linked to a Company & Add contacts to existing Deals

The new functionality allows you to create Deals linked to a Company, and view all Deals related to the Contact’s Company from the Contact’s own LinkedIn profile, not to miss any relevant information.

In addition, you can now attach a Contact to an existing Deal, simply by searching for this Deal by name. Here is how to:

  1. Click"New Deal"
Click New Deal
Click New Deal

2. In the "Choose a deal pipeline" window click "Link to an existing Deal"

Link to an existing Deal
Link to an existing Deal

3. "Choose from Existing deals" by typing in the name and ticking the box.

Select eal
Select eal

4. Then hit "Link" to save

Link!
Link!

There you go! Your deal was sucessfully saved and synced.

Deal saved
Deal saved



Watch this quick tutorial on how you can easily create a deal on Linkedin.



Updated 12 Apr 2022
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