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Setting Up Deals

Learn how to add and manage deals for your company

Taylor Bradfield avatar
Written by Taylor Bradfield
Updated over 5 years ago

The deals function allows you to gain more insight into your successful sales by learning which deals and memberships your leads are being sold. This article will show you how to set up deals for your company. 

Follow these steps to add a deal: 

  1. Navigate to the settings tab, and down to the deals tab

  2. Click on the 'create new deal' button 

  3. Add the deal details 

  4. Click create deal

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