Shared guide

How to associate a deal with multiple contacts

Step-by-step guide covering: Click the CRM icon; Click the Deals link; Click the HMO (clone) link; Click the Add button.

viktoriaviktoria
·8 steps·7 views·Published
Guide Video
0:00 / 0:00
AI-narrated · Nova voice · English
Step-by-step Guide8 steps

  1. Click the CRM icon

    Click the CRM icon
    Loading screenshot…
    100%

  2. Click the Deals link

    Click the Deals link
    Loading screenshot…
    100%

  3. Click the HMO (clone) link

    Click the HMO (clone) link
    Loading screenshot…
    100%

  4. Click the Add button

    Click the Add button
    Loading screenshot…
    100%

  5. Click here to add an existing contact

    Click here to add an existing contact
    Loading screenshot…
    100%

  6. Click 'Click here' to add a contact

    Click 'Click here' to add a contact
    Loading screenshot…
    100%

  7. Click here to add a contact

    Click here to add a contact
    Loading screenshot…
    100%

  8. Click the Save button

    Click the Save button
    Loading screenshot…
    100%