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Associate Deals with Companies
admin 2 min read
Updated:
Where can I see if Companies are associated with a deal?
1. To see the deals associated with Companies, go to the ‘Companies’ section.
2. Choose the Company name from the Companies list that you want to delete. You can use the filter for an easier search.
3. Click on ‘Deals’.The ‘Deals tab will show you the list of Deals that are associated with your Company.
4. You can also create a new deal by clicking on the ‘+ADD DEAL’ button.
5. Fill out the Deal information. Once done, click on ‘SAVE DEAL’
