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How do I manually add contacts into PipelineDeals?

April 26, 2017contacts pipelinedeals

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How do I manually add contacts into PipelineDeals?

1 Answer

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• Go to the contacts page. • Click Add Contact / Lead link from the upper left menu. • Enter contact information. • Check the automatically create deal checkbox if you want to add a deal into the system at the same time you are adding a contact.