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How can I create a deal?

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You can create a deal from the Kanban or List View.

Follow these steps to create a deal:
  1. Click the Menu icon. 
  2. Select Sales.
  3. Click Deals.
  4. Click the +New Deal button.
  5. Fill in the necessary data fields in the Quick Create > Deals window.
  6. Click:
a. Save to save the deal record
b. Save and Continue to save the deal record and go to its Deep Dive View

Clicking Cancel discards the data that you entered.
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