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How can I add a category in the Deals?

Updated over a year ago

To add a category in the Deals tab, follow these steps:
​
Click on the Deals tab.
Switch to Stage View.
Click on the round settings icon.


Click on the icon to add a category in the Deals tab.
Select Add Pipeline.


Name the pipeline and click Save.


This will create a new category for your deals.

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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