How To Add A Deal

The deals that you made with your customer can be added here.

Step 1: Go to “Sales”.

Step 2: Click “Deals”.

Step 3: Then click the option “Create deal” at the top right corner of the window.

Step 4: Enter the details and click “Save” option.

You can view the created deal here.

Step 5: Click on the deal that you have created.

Here you can add the details of all your activities like Meetings, Notes, Calls, and Tasks.

You can also use the “Filter” icon to view your activities based on the created dates.