How can I attach an existing deal when setting a call outcome as "Won"?
To attach an existing deal when marking a call outcome as "Won," follow these steps:
Go to the "Scheduled Calls" tab and select "Past Calls."
Click the "Add Outcome" button next to the call for which you want to set an outcome.
Select the "Won" outcome.
Choose an objection from the provided options.
If a deal exists for the selected call contact, it will appear with its details.
Select the existing deal and click the "Add Outcome" button.
The outcome will be added and linked to the existing deal.
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