Dictionary for deals
Created:
2018-04-20
Last updated: 2019-12-10
Last updated: 2019-12-10
Post view count: 1362
If you want to define types of deals used by the system, use the dictionary for deals.
Thanks to this feature, you will be able to standardize types of deals, 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:
Thanks to this feature, you will be able to standardize types of deals, 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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