Fill in commercial details, meeting and contract fields

Step by step

1. 1

   Open a deal and click Edit details.

2. 2

   Under Additional Details, complete available email, company, website, Instagram and Brazilian business ID fields.

3. 3

   Under Commercial Fields, enter product interest, source, type, revenue, potential, investment range and challenge as appropriate.

4. 4

   Under Meeting, record the date and link; under Internal Fields, add sales notes and the contract link.

5. 5

   Click Save and check the fields in the deal detail.

6. 6

   After saving, click meeting or contract links shown in details to open them in another tab.

What you need to know

• Fields may have custom names or be hidden under Fields.
• Recording a meeting or contract link does not schedule a meeting or generate a contract.