Associate Deals with Customers

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2 min read

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.

saphyte customers tab

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.

saphyte 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. 

saphyte deals tab
saphyte deals

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