...
Set all custom fields that you may need in your Deals, including such fields from CRM as Company, Contacts, Transactions, Products.
See: Setting Up Issue Custom Fields,
Setting Up Custom Directories (Dictionaries)
That's how your Deal can look like:
3. Set Sale workflow
Change default workflow to suit your business process with Deals. In Teamlead we use such a workflow:
...
It's possible to display list of Deals in customer card, like there
See more: How to display list of issues at Company/Contact card?
5. Create Deals Dashboards
