Add a deal manually

Watch the walkthrough

Step by step

1. 1

   Select the pipeline and click Add Item.

2. 2

   Enter the required title and choose the required stage.

3. 3

   Enter the contact name, phone number with country code and value as needed.

4. 4

   Optionally add comma-separated labels and notes.

5. 5

   Click Criar Item (Create Item) and check the card in the chosen stage.

6. 6

   To abandon creation, use Cancelar (Cancel) or X. A new creation clears the fields.

What you need to know

• Creating an item does not send a message to the contact.
• The creation dialog currently keeps some labels in Portuguese even when English is selected.