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Set all custom fields that you may need in your Deals, including such fields from CRM as CompanyContactsTransactions, Products.

See: Setting Up Issue Custom Fields,

         Setting Up Custom Directories (Dictionaries)

         Track Money

That's how your Deal can look like:

 


3. Set Sale workflow

Change default workflow to suit your business process with Deals. In Teamlead we use such a workflow:

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