To add new project deals, use the + Add button in the upper-right corner of the project deals list. Project deals for a specific project can also be added in the project list via the context menu 
→ 🖉 Add project deal or by clicking the icon + on the Project Deals tab for a specific project. Similarly, after creating a project, a new dialog box opens with the question: Do you want to create a project deal for the project? By clicking on Create, you will be taken to the form for creating a new project deal, just as with the options listed above.
Clicking this will open the form for entering a project deal—fields marked with • are required, while fields marked with •* may be required, depending on the configuration in Global Settings → Projects → Project Deals.
To create a new project deal, click the Create button .
Adding a new project deal from a template
To add a new project deal from a template, click the +Add from Template icon in the upper-right corner of the project deal list. A window for selecting a company will then open. After selecting a company, you can choose from the templates associated with that company. After selecting a template, the window closes and a form for adding a new project deal opens with data from the template pre-filled.