In the Deal Menu, you can add the transactions you make, where you will create and place the deal units with the appropriate pipeline and stage. Here are the steps to adding a deal on the web:
- Go to the Deals Menu.
- Click "Add Tickets" and select Single Ticket.
- Then enter the information needed in Deals in the column on the left that you have set in the Properties Deals menu. In the Deal Menu, you can fill in the Name, Position, email address, phone number, address, and other information from the customer.
- You can also use other features in the Deals menu, such as Notes, Tasks, Calls and Docs.
- If the required information has been filled in, click “Create Deal” to save.