How to turn a Contact into a Deal?
- First, go to the Contacts tab.
2. Next, search for the Contact of choice and select it by clicking on the checkbox next to the Contact name. You can select multiple contacts at a time.
3. Click the Add To Deals button
4. Select the list you want from the drop-down list, and click Add
5. The Contact can now be found under the relevant Deal List under the Deals/Lists tab
