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eWay-CRM Desktop
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5. Deals

5. Deals

TitleType
Deals Module IntroductionDocument
Convert Deal to Project, Company or ContactDocument
Sales and Business Opportunities (Introduction Videos)Link
Create New Deal From EmailDocument
Send Bulk MailLink
Import Deals From Microsoft ExcelLink
Workflow (Tutorial Video)Link
Notify Team About Items Newly Related to Project or DealLink
Notification About Deals Over LimitDocument
Default Workflow Settings: Deals - ProspectLink
Default Workflow Settings: Deals - OpportunityLink