You can perform the following actions by clicking the More
icon displayed beside the deal name:
- Follow the deal
- View followers of the deal
- Add a tag to the deal
- Print deal
- Duplicate the deal
- Delete the deal
: You can delete a deal only if you have administrative privileges.
Here are other actions you can perform from a deal’s header section:
- Clicking the +New button displays the following three options:
- Reach out now: Use this option to reach out to a customer instantly by email, call, or SMS, or to log a meeting you had with a customer.
- Reach out later: This option allows you to create and schedule events and tasks through the Quick Create window.
- Add or Create: Using this option, you can add or create different records.