Creating new Case
Creating new deal from menu
Navigate to the Cases page: CDESK -> Administration -> Cases(Projects) and click the button Add deal. A formular for entering a new deal will be shown.
Fill in the fields:
Customer - Choose the customer from the drop down list
Code of deal - Specific code of the deal
Request - Choose the type of request that will be created with the deal
Name of the deal - type in the name of the deal
Status - It can be set to open or close
Stage - Set the stage of the deal from the drop down list here
Type of Deal - select from the drop down list. There is a field for description right next to it
Center - choose the center
Deal coverage - Choose the deal coverage from predefined options
Billing - you can choose hourly rate, C-DESK billing structure or manual settings from billing section
Coordinator for customer - you can set coordinator for this deal
Notes for the billing deal - description of your new deal
After you fill all details, click the Save button.
Creating new deal from an existing request
Open the request`s details page: CDESK -> Administration -> Requests and choose your desired request from the list. Find the Deal row and click Create a new.
A formular for creating new case will be shown. For more information about the individual fields, click here.
Attaching request to and existing deal
This can be only if the company, that the request was created for already has an open Deal in CDESK. A link Attach to existing will appear in the row Deals.
A formular for creating new case will be shown. For more information about the individual fields, click here.

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