Creating a Deal in CRM

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Create deals and monitor the progress of prospects in your acquisition pipeline. You can also Import a list of deals to your CRM.

Creating a Deal in CRM:

  • Go to CRM on the Navigation Menu.
  • Select Deals from the dropdown options.
  • Click New Deal.
  • Enter the required details – Name of the deal, Contact person, Currency, Amount, Owner of the deal, Pipeline, and Close date. You can also define a Color.
  • Then, Save.

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Creating a Deal in CRM

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