Associate Deals with Prospects

admin

2 min read

Updated: November 30th, 2021

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

1. To see the deals associated with your prospect, go to the ‘Prospects’ section.

2. Choose the Prospect profile under the Prospects List. For easier search, you can use the ‘Search’ box. Enter either the code, name, phone number, or email address to pull up the prospect data, or just select the prospect profile from the prospects 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 Prospect. 

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’.