Creating Deals and Accounts
Companies and converting to Accounts
Converting a single Company After navigating the search (either Map, List or Table View) and opening a Company of interest, click on the 'Create Account' button in the top left-hand corner: Single Account creation pop-up The owner will automatically ...
Projects and converting to Deals
Converting a single project After navigating the search (either Map, List or Table View) and opening a Project of interest, click on the 'Create Deal' button in the top left-hand corner: Single Deal creation pop-up The owner will automatically ...