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How to Create a Deal on a Lead

How to Create a Deal on a Lead

Emilie avatar
Written by Emilie
Updated this week

On the customer information page, click "NEW" in the deals box

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 the deal.

The progress is shown in a bar along the top and along the left hand side. Questions and sections that are completed will show a green check mark.

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