Using Deal Templates

Learn How To Create Deal Types and Deal Templates here

 

To use an existent template when creating a Deal:

STEP 1

From the Top menu choose to Create a New Deal

 

 

or

From a Person or Company page choose +Add a New Deal from the Deals tab

 

 

STEP 2

Select a Deal Type and choose a Deal Template from the corresponding Dropdowns

 

 

STEP 3

Make any necessary changes

STEP 4

Click on "Save Deal"

 

 

And you are done! The Deal has been created :)