How do I add a deal from a contact or company page?
To create a Deal from a Contact or Company’s Detail page, please follow the steps below.
1. Select the Deals tab when you are in a specific company or contact’s detail page. Select the green + Deal button at the center of the page or the + New Deal button on the top right if there are already existing deals listed under the Details tab.
2. Enter the deal details and click the submit button.
