Completed Deals

  • Access YoroCRM and go to the Deals module. 
  • Locate the completed deal you want to work with. 
  • Review the deal details, including the contact, amount, closing date, and stage. 
  • If needed, update any relevant information, such as the deal amount or closing date. 
  • Mark the deal as “Success” or “Failure” or “Invalid” to indicate its status.