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How can I add a new deal?

Updated over a year ago

To add a new deal, follow these steps:

Click on the Deals tab.
Switch to List View and click on Add New Deal.


Alternatively, you can also add a new deal by:
Switching to Stage View.
Clicking on the plus icon next to the stages section in the stage where you want to add the deal.



This will allow you to create a new deal in your selected view.

For any queries, you can reach out to us at [email protected] or call us at our support toll-free number +1 844 644 0023.

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