Overview: This document will explore the deals tab and how to create a deal. A deal is something that is provided to the client prior to giving an official quote.
1. Click on the ‘deals’ icon in the left hand panel
2. Click on the ‘+’ button to add a new deal
3. Fill in the deal information and click on the tick button to save
4. If you now click on the ‘all’ tab you can see all deals and their closing date