Create a deal in the desired column clicking on the "+" icon. When creating a deal, you can either select an existing customer from the base or add a new one. To create a deal from the existing lead, click on “Search lead” in the window that will appear.
Enter the name, email or other contact details and select the user from the list.
All the lead fields will be filled in automatically. Then, fill in the deal fields and click on “Save”. The deal will be added to the selected column.
Customer support service by UserEcho