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How To: Add a New Deal on an Existing Customer

How To: Add a New Deal on an Existing Customer

Emilie avatar
Written by Emilie
Updated this week

To create a second, third, fourth, etc deal on a single customer, navigate to the lead page.

Click on the "new" button in the deals box underneath the customer information.

Select the new deal type from the -Select Deal Type - dropdown menu.

In the -Select Sales Rep- field, choose which sales rep the deal should be assigned to.

Click "Go to deal." to view the new deal.

Note: The number of available deal types is dependent on the installer.

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