Remove Interest from a Deal

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• Add Interest in Deal

  Navigate to the Deals module. Click on the Deal Name wherein Interest needs to be added. Write the Interest Name in the space under the Interests tab and click the Enter button. The Interest will be added under the ‘Interests’ tab. Note: Any Keyword ...

• Remove a Deal Pipeline

  We cannot delete any created pipeline, although we can mark them Inactive for restricted future use. Navigate to the Admin module. Go to the Deals Pipelines. Click on My Pipelines. Click on the three dots menu icon of the active pipeline. Click on ...

• Remove Interests for an Account

  Navigate to the Accounts module. Click on the Account Name from where the Interest(s) needs to be removed. Hover on the Interest and keep the mouse intact for 2 seconds, a cross icon will appear, click on the same to remove the Interest. The Interest ...

• Create New Interest

  1. Navigate to the Admin Module. 2. Select Data Fields. 3. Select the Interest option available in the Data Field section. 4. Click on the Add Interest button available on the right-hand side at the corner of the webpage. 5. Enter the Interest name. ...

• Activate or de-activate Interest

  Click on the Admin module. Click on the Data Fields tab. Click on the Interest. Click on the interest’s name (as shown below). Select Yes (to Activate) or No (to Deactivate) interest. Click on the Save button.