Creating a new deal type in V2-Hybrid is done the same as it would be in V1. On the customer information page, click "NEW" next to Deals

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Select the deal type and sales agent from the dropdown menu and then click "go to deal." This will create the deal type and will take you to V2 to view the deal.

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The survey questions show in a bar along the top. Questions marked with a check have been completed. The bar along the top acts as a milestone tracker. The sections will grey out when they have been completed, and the blue circle will move with along showing completed progress.