1
Click CRM in left sidebar to expand menu.
Create a new deal called Website Redesign with amount 5000
Transcript
Step 1: Click CRM in left sidebar to expand menu.
Step 2: Click 'Deals' in CRM submenu to access deals.
Step 3: Click 'I'll set up myself' to create deal manually.
Step 4: Type 'Website Redesign' in the Deal name field.
Step 5: Scroll to find the Amount field in form.
Step 6: Type '5000' in the Amount field.
Step 7: Click 'Create' button to save the deal.
Step 8: Click 'Create and add another' to save the deal.
Step 9: Scroll to see more form fields and save options.
Tutorial complete.
Step-by-Step Guide
2
Click 'Deals' in CRM submenu to access deals.
3
Click 'Add deals' button to open deal creation form.
4
Click 'Create new' to open deal creation form.
5
Click 'I'll set up myself' to create deal manually.
6
Type 'Website Redesign' in the Deal name field.
7
Scroll to find the Amount field in form.
8
Type '5000' in the Amount field.
9
Click 'Create' button to save the deal.
10
Click 'Create and add another' to save the deal.
11
Scroll to see more form fields and save options.
