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Deal ManagementGuide

How to create a new deal?

Creating a new deal.

In order to create a new deal, navigate to the Deals page from sidebar, then:

  • Then click on "Create Deal" button.

  • Enter your data on the modal window opened

  • Click on "Save" button.

That's it! You created your deal. You can also watch the video below:

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Talk to the Cocopipe team

If the knowledge base does not solve it, contact support or book a walkthrough with our team.