> ## Documentation Index
> Fetch the complete documentation index at: https://help.eazybe.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Contact Deals

> Learn how to create and manage deals for your Zoho Contacts directly from WhatsApp using the EazyBe extension

Zoho Deals gives you a clear view of the business opportunities you're pursuing, allowing you to track their progress from start to finish. Manage all your contact-related deals directly from WhatsApp.

## How to Create Contact Deals

<Steps>
  <Step title="Open the WhatsApp Chat">
    Access the WhatsApp conversation with the Zoho Contact for whom you want to create a deal.

    <img src="https://mintcdn.com/eazybe/3IVd4I77uXzKkubI/images/1217632664.png?fit=max&auto=format&n=3IVd4I77uXzKkubI&q=85&s=e17571b2a56a504769e898e84b2e1604" alt="Open WhatsApp Chat" width="1227" height="900" data-path="images/1217632664.png" />
  </Step>

  <Step title="Click on the Zoho Icon">
    In the right sidebar of the EazyBe extension, locate and click on the **Zoho icon** to access your CRM features.

    <img src="https://mintcdn.com/eazybe/C_TvcKVfdR8TnUGH/images/1113036676.png?fit=max&auto=format&n=C_TvcKVfdR8TnUGH&q=85&s=199c6ef57a13df1ac11e945263225537" alt="Click Zoho Icon" width="1227" height="900" data-path="images/1113036676.png" />
  </Step>

  <Step title="Access the Deals Section">
    Navigate to the **Deals Section** header under the Contact information area.

    <img src="https://mintcdn.com/eazybe/C_TvcKVfdR8TnUGH/images/1113036955.png?fit=max&auto=format&n=C_TvcKVfdR8TnUGH&q=85&s=289c25abf45552cdbfc299405f390394" alt="Deals Section" width="1227" height="900" data-path="images/1113036955.png" />
  </Step>

  <Step title="Create a New Deal">
    Click the **New Deal** button to initiate deal creation.
  </Step>

  <Step title="Fill in Deal Details and Save">
    Enter the required deal information. You can customize additional properties by clicking the **Edit** button, then save your deal.

    <img src="https://mintcdn.com/eazybe/C_TvcKVfdR8TnUGH/images/1113037242.png?fit=max&auto=format&n=C_TvcKVfdR8TnUGH&q=85&s=95f79370d1a0b3cba25c2933bb13ec78" alt="Save Deal" width="1227" height="900" data-path="images/1113037242.png" />
  </Step>
</Steps>

## Managing Your Deals

Once created, you can perform the following actions on your deals:

<CardGroup cols={3}>
  <Card title="View" icon="eye">
    Access and review all saved deals for the contact
  </Card>

  <Card title="Edit" icon="pen">
    Modify existing deals to update information or deal stage
  </Card>

  <Card title="Delete" icon="trash">
    Remove deals that are closed or no longer relevant
  </Card>
</CardGroup>

<Tip>
  To edit or delete a deal, click the **three dots** (⋮) adjacent to each deal entry to access the management options.
</Tip>

<Info>
  Tracking deals for your contacts helps you maintain visibility into your sales pipeline and ensures no business opportunity is overlooked.
</Info>

## Need Help?

If you have any questions or need further assistance, feel free to reach out to our support team at [hey@eazybe.com](mailto:hey@eazybe.com).