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Contact Page Deals

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Estimated reading time: < 1 min

Here you can see the status of your deal with this contact.
You can directly transfer a deal to another stage here.
Click on a ball to immediately move the deal to another stage

Ongoing deals shows details of the deals with this contact.

Deal history shows won or lost deals en the reason why.

Click “View deal in pipeline” to set the deal in another stage or move to won or lost. The deal wil be highlighted.

Click on the button “Add Deal” to add a deal.

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