Adding a deal

Adding deal form

You can add a deal by clicking the context menu (+ button), which you can find in the top right corner of the application. Then select the Deal option.
In the appeared Deal form:
- - - define the client related to this deal by entering the company name and the full name of the person,
    - give the name of the deal,
    - indicate the source of its acquisition,
    - set the forecasted closing date,
    - enter the value of the deal or products.

Complete the remaining fields and save the changes using the Add button.