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How to add a new deal in Stage View in the Deals tab?

Updated over 4 months ago

To add a new deal in Stage View:

1. Go to the Deals tab
2. Select Stage View


3. Choose the pipeline or category


4. Find the stage where you want to add the deal
5. Click the plus (+) icon next to the stage name


6. Fill in the deal details and click on “Save Deal” to save it



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