How to Create a Deal
Creating a deal in ProspectingToolkit CRM is easy.
Alex
Last Update hace 2 años
To start really using your CRM, you need to add deals.
Here are 2 ways to add a lead as a Deal in ProspectingToolkit CRM:
From Pipeline
1. Hover over a Deal Stage
2. Click "Add Deal"
From Inbox
1. Open a conversation in the Inbox
2. Open the right sidebar
3. Scroll down to CRM Deals
4. Click "+ New Deal"
