4.1 - Creating a Deal
There are three ways to create a Deal:
Convert a Lead to a Deal
Import a group of Deals
a. Submit a request through Zirrus One Support (tier1support@zirrusone.com).
Create an individual Deal
a. To create an individual Deal, navigate to the Deals page in the CRM. Select ‘Create’ in the top right corner.
b. The popup window below will show:
4.1 - Creating a Deal
hsindelar edited 2 months agoThere are three ways to create a Deal:
Convert a Lead to a Deal
a. See Converting Lead to Deal
Import a group of Deals
a. Submit a request through Zirrus One Support (tier1support@zirrusone.com).
Create an individual Deal
a. To create an individual Deal, navigate to the Deals page in the CRM. Select ‘Create’ in the top right corner.
b. The popup window below will show:
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