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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   • • Working with the sales process