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Add Deals
admin 2 min read
Updated:
To add a deal in the Mobile App:
1. Navigate to the Deals section
2. Click the ‘+‘ button at the upper right corner
3. Fill out the fields.
- Deal Name (Required)
- Deal Description (Optional)
- Amount (Optional)
- Currency (Required)
- Closed Date (Optional)
- Margin (Optional)
- Pipeline (Required)
- Stage (Required)
- Status (Optional)
- Contact (Required)
- Vendors (Optional)
- Department (Optional)
4. Click on the ‘Save‘ 
icon to save the deal. You will get a confirmation that the deal has been successfully saved. To be redirected to the specific deal, click on ‘Go to deal’ otherwise, to see all the deals on the pipeline, choose ‘Continue to pipeline’
