Dictionary for deals

Created: 2018-04-20
Last updated: 2018-04-20

Post view count: 116


If you want to define the type of deals that are used by the system, use the dictionary for deals. 

Thanks to this feature, you will be able to standardize the type of deals on your account, and employees when adding a new deal - will only be able to choose one of the available options. This will improve creation of deals as well as the interpretation of deals for other co-workers. From now on, instead of writing a full description in the deal title, eg. Training in some company, your employee will simply be able to choose the appropriate corresponding deal, i.e. Training. 

To create your dictionary for deals,  navigate to Settings > CRM settings and complete the fields: 





 


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