Associate Deals with Customers

admin

2 min read

Updated: December 5th, 2021

Where can I see if my customers are associated with a deal?

1. To see the deals associated with your customer, go to the ‘Customers’ section.

2. Choose the Customer profile under the Customers List. For easier search, you can use the ‘Search’ box. Enter either the code, name, phone number, or email address to pull up the customer data, or just select the customer profile from the customers list.

3. Click on the ‘three-dot’ button’ or the ‘kebab’ button then select ‘Deals’. The ‘Deals tab will show you the list of Deals that are associated with your Customer. 

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’.