Part 11 of 12, Contacts
Creating a deal from a contact
Choose “Add deal” in the ⋮ menu to start a new sponsor deal for this contact. The company is already filled in; you choose the category, type, status and expected revenue yourself.
Tip: More about the complete deal flow (from “to be started” to “completed”) can be found in Following up sponsor deals from start to paid.
Did this answer your question?
Thanks for your feedback!
