Adding a deal

Adding deal form

  1. 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.
  2. 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.


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