What can I do on my Deals?


If you are in a Deal you can perform many different actions:

  • Add or edit Business Data
  • Set a closing probabiliy for the Deal
  • Set a Status for your Deal
  • Add notes for any important information you want to stand out.
  • Upload documents and set its visibility
  • Add Tasks and/ or Automatic tasks
  • Create a Case
  • Tag them, same as with contacts. 

If you want to know how to create your own Deals status please check the article: How can I edit my Deals status?

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