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How can I add a deal to the pipeline?

Irene (Ayee) avatar
Written by Irene (Ayee)
Updated this week

Yes, you can! Go to the pipeline where you want to add the deal. On the pipeline stages, you’ll see a plus (+) option to add your deal.

If your deal has multiple people or company linked to it, there’s no need to add each person or company individually, simply link them to the deal, and then add the deal to the pipeline.

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