Shared guide

How to associate contacts with a deal

Step-by-step guide covering: Click the CRM icon; Click the Deals link; Click the HMO deal entry; Click the Add button.

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Guide Video
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Step-by-step Guide6 steps

  1. Click the CRM icon

    Click the CRM icon
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  2. Click the Deals link

    Click the Deals link
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  3. Click the HMO deal entry

    Click the HMO deal entry
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  4. Click the Add button

    Click the Add button
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  5. Click here to add an existing contact

    Click here to add an existing contact
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  6. Click the Save button

    Click the Save button
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