Creating a new deal in Monty couldn’t be easier.
1.) Once you are logged in, click on the Pipeline menu item and select ‘Add Deal’ from the dropdown menu.
2.) You will then be taken to the Add New Deal page. From here you will enter details relevant to your deal.
It’s important to give your deal a relevant title, so that you can easily refer to it on your pipeline.
If you are selling B2C and there isn’t a company, don’t worry as you can just leave it blank.
Once you click the ‘Create Deal’ button, this will add your deal onto the prospect column of your pipeline.
Deleting a Deal
If you would like to delete a deal, use the ‘Delete Deal’ link button at the top of the deal view.