Collabspot organizes your tasks for Highrise


How to Create a deal?



 
  1. Open the contact or company’s profile from the sidebar and click on the Plus (+) button on the lower left hand corner of the sidebar.
  2. Select New Deal.
  3. Enter the details of the Deal.
  4. Click on the ✔ Button to save the Deal.


How to View a deal?




 

  1. Open the Contact/Company’s profile via the sidebar.
  2. Scroll down to Deals.

 


How to Edit a deal?

 

  1. Open the contact’s profile from the sidebar and click on an existing Deal.
  2. This will re-direct you to another page on the sidebar showing the details of a deal.