How to turn a Company into a Deal
- First, go to the Contacts tab and then to Companies.
2. Next, search for the Company of choice and select it by clicking on the Company name.
3. Locate the 'Make deal' option at the top right of the page.
4. Select it and choose the Deal from the drop-down list. Select 'Make deal'.
5. Also, the Company can now be found under the relevant Deal List under the Deals tab on the Dashboard.
