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Deal create from Contact

Table of Contents

 Step By Step Guide 

Method #

STEP # 01 #

Navigate to Main Menu –> Sales –> CRM –> Contact.

STEP # 02 #

Click on the Specific Contact to edit.

STEP # 03 #

  • Scroll down to Customer Open Deals
  • Click on +New Deal

STEP # 04 #

Create your Deal and Save.

 

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