Associate Deals with Leads

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2 min read

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

1. To see the deals associated with your lead, go to the ‘Leads’ section.

saphyte leads tab

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

saphyte search box

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 Lead. 

saphyte deals tab
saphyte deals details

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

saphyte add deals

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

saphyte save deal