Views: 3707 (Data available since 06.02.2017)
Last Modified: 19.09.2017

A Deal is a CRM object containing the interaction with a Client or Company pertaining to a transaction. A Contact or Client may have any number of associated Deals.

Deals can be viewed in list form, edited, and exported. A deal can be added by hand or initiated through the conversion of a lead. Deals proceed through a number of customizable statuses, and rules for working with Deals can depend on the status.

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