How to use deal value
The admin will first need to enable the feature from their settings.
Steps: How to use Deal Value
1. Navigate to the “Settings” tab and select “Customization.” Activate the “Deal Value” feature to enable agents to input deal values directly from their apps.
2. Agents can now see the option for deal value in their applications and input any value.
3. Admins can now access deal values right from the lead details page.
4. From the “All Leads” section, admins can filter out leads based on deal value.
