Associate Deals with Prospects

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2 min read

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.

saphyte prospects tab

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.

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 Prospect. 

saphyte deals tab
saphyte deals

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 deals