Shared guide

How to mark deals as won or lost

Step-by-step guide covering: Click BMX dealBMX, Anna Davies; Click Won; Click Save; Click ETP deal.

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·7 steps·8 views·Published
Step-by-step Guide7 steps

  1. Click BMX dealBMX, Anna Davies

    Click BMX dealBMX, Anna Davies
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  2. Click Won

    Click Won
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  3. Click Save

    Click Save
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  4. Click ETP deal

    Click ETP deal
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  5. Click Lost

    Click Lost
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  6. Type "Went with another service"

  7. Click Mark as lost

    Click Mark as lost
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