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1. Once you are in the CRM module, click on the Add Deal button.



2. Fill the deal value, currency, which stage of the pipeline the deal is currently in and an expected close date.



3. Click on save or add contact to save the deal.


4. If you click on add contact, you'll be presented with additional window to attach a contact person to the deal. In this window, select the contact person and organization details for that deal.



5. Click on Finish to attach the contact person details to the saved deal.