Shared guide

How to link deals to organizations and contacts

Step-by-step guide covering: Click Project Libre dealnew; Click Organization; Click on "Click here."; Click Add 'Libre' as new organization.

victoriaworkflowsvictoriaworkflows
·15 steps·11 views·Published
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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