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All Tutorials /
How to Set Up a Deal in Agile CRM

How to Set Up a Deal in Agile CRM

Updated on:

Here’s how to set up a deal in Agile CRM to start tracking your sales opportunities:

  • Click the menu bar in the top-left corner.
  • Click Deals in the main menu.
  • Click Add Deal.
  • Enter the deal name, contact, value, milestone, and other details.
  • Click Save to create the deal.

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