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Manual  /  Deals  /  Setting the deal type
Part 4 of 4, Deals

Setting the deal type

Before you can create a supplier deal, there must be at least one Deal Type for the Supplier category — this field is required. Go to Settings → Deals → Deal Templates and click “New deal type”.

New deal type: first choose the category, e.g. Sponsor.
New deal type: first choose the category, e.g. Sponsor.

Fill in a code and description and save. The new type immediately appears in the list and is from then on available in the Type dropdown when creating a deal in that category.

Creating a new deal type: code, description and long description.
Creating a new deal type: code, description and long description.
Deal Templates: all deal types with their number of agreements.
Deal Templates: all deal types with their number of agreements.
Note: In a new Clubwise environment usually only deal types for Sponsor have been set up. If you want to use Supplier or Artist deals, first create the necessary types here — otherwise you get the message “Type must have some value.” when saving.