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You can add a deal in two easy ways:
  1. From the Deals section
  • Click “Deals” on the left menu.
  • Then click the blue “+ Add Deal” button at the top right.
  • Fill in the deal details and hit Save.
How to Add a Deal in Breakcold screenshot 1
  1. From a Lead or Company profile
  • Open a lead or company profile.
  • Click the “+ Task / Add Deal” button inside.
  • Fill in the info and it will link directly to that lead or company.
How to Add a Deal in Breakcold screenshot 2