How can I add new Deals records?

You can add new Deals records from the MMC web app or from MMC mobile app.

To add new Deal records in the MMC web app:

1. Click the Universal Add " +" button in the top right of the menu
2. Select "Add Deal"
3. Fill out the desired / required fields
4. Click "Create Deal" to finish creating the record

To learn more about creating Company Records on the Web version - visit the relevant article here! 

To add new Deal records in the MMC mobile app:

1. Tap on the "+" sign in the bottom navigation bar
2. Tap "Add Deal"
3. Fill out the Record’s information within the fields. Required fields are marked with a red asterisk symbol (*)
4. Tap “Add Deal” at the bottom of the screen

To learn more about creating Company Records on the Mobile version - visit the relevant article here!