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Adding a deal

Hipcall makes it easier to track your sales. The stages of sales pipelines can help you and your team visualize your sales process. To add a deal, please follow the steps below.

  1. Go to top navigation menu and click Sales.
  2. Click on Add button on the right to add a new deal.
  3. Type a name, amount, assigned user and select stage and click save.
  • After a deal is added, you can add a note to it or change it’s status later.