Geteilte Anleitung

How to associate a company with a deal

Step-by-step guide covering: Click the CRM icon; Click the Companies link; Click the Sample entry in the Companies list; Click the Add button.

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·7 Schritte·7 Aufrufe·Veröffentlicht
Guide Video
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AI-narrated · Nova voice · English
Step-by-step Guide7 Schritte

  1. Click the CRM icon

    Click the CRM icon
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  2. Click the Companies link

    Click the Companies link
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  3. Click the Sample entry in the Companies list

    Click the Sample entry in the Companies list
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  4. Click the Add button

    Click the Add button
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  5. Click the Add existing button

    Click the Add existing button
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  6. Click here to add an existing deal

    Click here to add an existing deal
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  7. Click the Save button

    Click the Save button
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