Geteilte Anleitung

How to set deal value and expected close date

Step-by-step guide covering: Click the CRM icon; Click the Deals link; Click the HMO deal; Click here to view more details.

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·8 Schritte·9 Aufrufe·Veröffentlicht
Guide Video
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AI-narrated · Nova voice · English
Step-by-step Guide8 Schritte

  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

    Click the HMO deal
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  4. Click here to view more details

    Click here to view more details
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  5. Click the Details link

    Click the Details link
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  6. Enter the Deal Name and Amount

    Enter the Deal Name and Amount
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  7. Click here to add related information

    Click here to add related information
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  8. Click the date '31'

    Click the date '31'
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