How can I add new Deals records?

You can add new Deals records from the MMC web app or from MMC mobile app.

To add new Deal records in the MMC web app:

Step 1- Click on the plus "+" sign at the right top corner of the screen

Step 2- Select “Add Deal”

Step 3- Proceed to fill out the spaces with the Deal information

Step 4- Save all the information previously entered by clicking on “Create Deal”

To add new People records in the MMC mobile app:

Step 1- Click on the plus "+" at the bottom navigation menu

Step 2- Tap on "Deal”

Step 3- Proceed to fill out the spaces with the Deal information

Step 4- Save all the information previously entered by tapping on “Save Deal”