Associate Deals with Companies

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2 min read

Where can I see if Companies are associated with a deal?

1. To see the deals associated with Companies, go to the ‘Companies’ section.

saphyte companies tab

2. Choose the Company name from the Companies list that you want to delete. You can use the filter for an easier search.

saphyte search box

3. Click on ‘Deals’.The ‘Deals tab will show you the list of Deals that are associated with your Company.

saphyte deals tab

4. You can also create a new deal by clicking on the ‘+ADD DEAL’ button.

saphyte add deal

5. Fill out the Deal information. Once done, click on ‘SAVE DEAL’

saphyte save deal