Selected Deals can be included in Raynet as part of a Project and managed as a single deal. They are useful, for example, for recording all deals obtained at a trade fair or if you need to see the total price of multiple Deals together.
In this article, we will show you how to add Deals to a Project or remove them from a Project.
Adding a Deal to a project
First, open the selected Project and in the Deals panel, choose the option + Add Deal or Link Existing, where you need to check Deals and confirm the selection with the button Select and Close.
To add a new Deal, you need to fill in and save the necessary information in the dialog window.
Existing Deals can also be linked to the Project directly from their detail via the blue panel Record Context » click on the pencil button » Start writing and select a project. Confirm the action with the button Set.
Removing a Deal from a project
If you would like to remove a Deal from the Project click on the cross icon at the end of the line for the selected Deal and choose Delete.
You can also remove the link between the Project and the Deal from the detail of the Deal. On the detail card of the Deal in the blue field Record Context click the pencil button » folder icon » Remove the Deal with the cross and choose Set.