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How to Add a Deal in Breakcold

Irene (Ayee) avatar
Written by Irene (Ayee)
Updated over a week ago

You can add a deal in two easy ways:

1. From the Deals section

  • Click “Deals” on the left menu.

  • Then click the blue “+ Add Deal” button at the top right.

  • Fill in the deal details and hit Save.

2. From a Lead or Company profile

  • Open a lead or company profile.

  • Click the “+ Task / Add Deal” button inside.

  • Fill in the info and it will link directly to that lead or company.

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