To access this feature, activate the Sales Funnel Gem from the Holded Store for free.
Learn more here about deals.
How to get there
- Access Sales
- Select Sales Funnel
Creating a deal
- Go to Sales Funnel
- Click on the blue button New deal
- Fill in the fields
Click on the icon to access to more information
- Click Save deal
Editing a deal
- Go to Sales Funnel
- Select your deal
- From the view that opens on the side of your screen, click on the three dots button on the top right
- Click on Edit
Consulting a Deal
- Go to Sales Funnel
- Select your deal
- From the view that opens on the side of your screen, click on the More button