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How do I search a deal?

Maxime avatar
Written by Maxime
Updated over 3 weeks ago

There are a few steps to search a deal:

  1. Click on Deals submenu from CRM module.

  2. From here you have two posibilities, search a deal by it's name by entering deal's name inside Search box, or search a deal by other options.

    Search
  3. Top search a deal by other options you have to click on one of the 5 fields then click on the given options.

    Search
    Search
  4. For using calendar you just have to click on Start Date or End Date field then click on a date from the calendar.

    Search
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