Cases & Deals

Communicate with multiple people and manage money-based projects.

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• Overview of Cases & Deals
• Adding Cases
• Build & Edit Cases
• View & Sort Cases
• File Notes & Emails to Cases
• Create a New Deal
• Build & Edit Deals
• File Notes & Emails to Deals
• Deal Categories
• Deal Custom Fields
• Filter & Sort Deals
• Subscribe to a Case or Deal
• Autofiling for Cases & Deals