Zeifus
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      • Set Hourly Rate for Team Members per Project
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      • Task Settings
      • Task's visibility to Client
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      • Add Time Log
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      • Prefix Settings
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      • Invoice Payment Details
      • Manage Taxes
      • Manage Payment Gateway
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      • Manage Proposal Templates
      • Add or remove Proposal
      • Cusotomer Signature on Proposal
    • Estimates
      • Estimate Templates
      • Add or remove Estimates
      • Manage Estimate Requests
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      • Invoice Settings
      • Add or remove Invoices
      • Manage Recurring Invoices
      • Manage Time Log Invoices
      • Send Invoice to client
      • Invoice Terms & Notes
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      • Add Payments to invoice
      • Manage Bulk Payments to Invoices
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      • Create Credit Notes
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      • Apply Credit Note
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      • Add Expense
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    • Add Asset Type
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    • Payroll
      • Manage Salary Components
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      • Manage TDS Status
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      • Create Bill
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      • Add Quantity Adjustment
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    • Dashboard
      • General Recruitment Settings
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  1. Leads
  2. Lead Contact

Add or remove Deal Agent

PreviousAdd or remove deal stageNextAdd or remove Deal Category

Last updated 4 months ago

Add or remove employees to handle leads and deals with specific categories

Path: Settings > Lead Settings > Deal Agent

Useful in deals assignment