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How to Add a Deal

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Maria Herrell
Updated 2 weeks ago

Ways to Add a Deal
You can add a new deal from several places in Pipeline CRM:

Top Navigation Bar: Select the + icon, then choose Deal.

Deals List View: Click Add New Deal at the top of the list.

Company and Profile Page: Go to the Deal tile and click the + icon located in the top-right corner.


Need help? Contact support at [email protected].
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