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Deal Details

To go Deal details just go to Dashboard

  1. Click on Mainflow > Deals.
  2. Click on a single Deal

After clicking, it will move to the Deal details page

  1. You can create, add or remove Tags here
  2. You can change the probability of deal owning
  3. You can add Task & Activity here
  4. You can add Note here
  5. You can add Files here
  6. You can add an Estimate here
  7. You can change the Deal info here
  8. You can change Deal Stage from here
  9. You can move a Deal to Project here and need to fill up the necessary information.

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