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How to link deals to organizations and contacts

In this how-to guide, you'll learn the step-by-step process for linking deals to specific organizations and contacts using Project Libre.

victoriaworkflowsvictoriaworkflows
·15 steps·63 views·Published

In this how-to guide, you'll learn the step-by-step process for linking deals to specific organizations and contacts using Project Libre. Follow along to efficiently connect your deals to the right entities and streamline your project management workflow.

Step-by-step Guide15 steps

  1. Click Project Libre dealnew

    Click Project Libre dealnew
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  2. Click Organization

    Click Organization
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  3. Click on "Click here."

    Click on "Click here."
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  4. Click Add 'Libre' as new organization

    Click Add 'Libre' as new organization
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  5. Type "Libre" in Downshift 7 input

  6. Click Link organization

    Click Link organization
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  7. Click Save

    Click Save
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  8. Click on "Click here."

    Click on "Click here."
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  9. Press a

  10. Type "Pearl"

  11. Click Save

    Click Save
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  12. Click on "Click here."

    Click on "Click here."
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  13. Press a

  14. Type "Parker"

  15. Click Save

    Click Save
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