How can I add a new deal when marking a call outcome as "Won"?

To add a deal while marking a call outcome as "Won," follow these steps:

  1. Go to the "Scheduled Calls" tab and select "Past Calls."

  2. Click on the "Add Outcome" button next to the call for which you want to add an outcome.

  1. Select the "Won" outcome.

  2. Choose an objection from the provided options.

  1. The "Add a new Deal" option will appear. Select the product and set the deal date.

  2. Click the "Add Outcome" button.

The outcome will be added, along with the new deal marked as "Won."

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