Adding an agreement to a deal

A agreement within a deal describes a concrete consideration — e.g. a mention, a stand at an event or free tickets for a sponsor, or a delivery date for a supplier. Choose “Add agreement” in the ⋮ menu or go to the tab Agreements.

Add agreement: type, status, comment, expected quantity and deadline.

Fill in the type of agreement, a short comment and optionally an expected quantity and deadline.

Completed agreement: the comment describes exactly what was agreed.

All agreements of a deal appear together in the Agreements tab, with their status, expected quantity and owner.

Overview of the agreements within a deal, each with its own type and status.

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