Collabspot organizes your tasks for Highrise
How to Create a deal?
- 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.
- Select New Deal.
- Enter the details of the Deal.
- Click on the ✔ Button to save the Deal.
How to View a deal?
- Open the Contact/Company’s profile via the sidebar.
- Scroll down to Deals.
How to Edit a deal?
- Open the contact’s profile from the sidebar and click on an existing Deal.
- This will re-direct you to another page on the sidebar showing the details of a deal.