In this article, you will learn:
Add deal from Contacts
To Add deal from Contacts, follow the steps mentioned below:
- Navigate to Contacts from left panel.
- Click on the 3 dots Action button for the contact you want to create a deal.
- Select Add Deal option from the Drop down.
4. In the Add deal pop-up, enter the details such as Client name, Account Name, Deal Title, Select Pipeline, Stage etc. and click Save .
Add deal from Active Accounts
o create a deal card from Accounts module, follow the instructions given below
- In the left navigation, click on the Accounts tab.
- Click on the Account Name to view Account 360 details of the specific client.
- Under the contacts segment of Accounts 360, Click on the 3 dots Action button for the contact you want to create a deal.
- Select Add Deal option from the Drop down.
