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How to create a new deal

This how-to guide provides step-by-step instructions for creating a new deal, including adding contacts and organizations.

victoriaworkflowsvictoriaworkflows
·11 steps·145 views·Published

This how-to guide provides step-by-step instructions for creating a new deal, including adding contacts and organizations. Follow along to efficiently set up your deal with specific entries for John Maxwell and Xenero Ltd while utilizing web forms and saving your progress.

Step-by-step Guide11 steps

  1. Click on "Click here."

    Click on "Click here."
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  2. Click on "Click here."

    Click on "Click here."
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  3. Click on "Click here."

    Click on "Click here."
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  4. Click Add 'John Maxwell' as new contact

    Click Add 'John Maxwell' as new contact
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  5. Type "John Maxwell" in Downshift 0 input

  6. Click on "Click here."

    Click on "Click here."
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  7. Click Add 'Xenero Ltd' as new organization

    Click Add 'Xenero Ltd' as new organization
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  8. Type "Xenero Ltd" in Downshift 1 input

  9. Click open menu

    Click open menu
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  10. Click Web forms

    Click Web forms
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  11. Click Save

    Click Save
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