Whitney Pryor

    How to Add a Deal

    1. Go to contact page of the contact you are wanting to create a deal for. On the top right sidebar,...

    Edit Contact Details

    1.  Go to Contact page
    2. Find contact and click on name to go to details page
    3. All details on left...

    Adding a Contact

    1. Click on the Contacts page
    2. Click 'Create Contact'
    3. Enter Email address, First Name, Last Name
    4. If...