How to Add a Deal
- Go to contact page of the contact you are wanting to create a deal for. On the top right sidebar,...
Knowledge Base
Knowledge Base
Edit Contact Details
- Go to Contact page
- Find contact and click on name to go to details page
- All details on left...
Adding a Contact
- Click on the Contacts page
- Click 'Create Contact'
- Enter Email address, First Name, Last Name
- If...