What is the first step in any business?
The first step to success starts with a ‘deal’
To create a deal we click the Deals tab, then choose the button ‘New Deal’ in the top corner. Fill out the form which appears: state a name, tag it, and enter any other data. In the search bar, type the name of the company and click it to link it to the deal. Don’t forget to save.
The deal has been created!
As you can see, all the information related to the company has shown up in the deal as well.
Now let’s go back to the list of deals, and we can see our new deal in the list and continue working with it.