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