Do I need to be on the 'right' page to add a Contact or Deal?
To add a Contact or Deal (no matter where you are on the platform), select the add icon (+) to the top right of the platform.
A dropdown menu will appear with the options to 'Add contact' or to 'Add deal'.
To add a Deal, select that option then select the Deal List you'd like to add the deal to.
Click 'Next', and the "Add Deal" form for that list will display accordingly. Add the information you'd like for that Deal and then click the 'Add deal' button.
To add a Contact, click on the add icon (+) to the top right of any page, as shown above.
Select 'Add contact' then fill in the relevant contact details and finally, select 'Add contact'.
The new Contact should now be added to the list of Contacts.