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How to create a new deal in the mobile app

Lilly avatar
Written by Lilly
Updated over a week ago


From the left side slide menu (main menu) open the workflow where you want your new deal to be created.

After that click on the orange "+" icon to open the page for adding basic deal information.

Here you can fill out the required fields for deal contact information, deal information and add labels.
When done, please click on the "Save" button at the top-right to finalize and successfully create the new deal.

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