Step-by-Step Guide to Configure Deal Categories in Your Dashboard Settings

STEP 1: Click on "Settings" to Access Configuration Options

• Navigate to the left sidebar of the dashboard.
• Click on the Settings link to open the settings menu.
• Ensure you are on the Dashboard page before proceeding.
• After clicking, you will be directed to the settings configuration area for further adjustments.

STEP 2: Click on "Lead Settings"

• Navigate to the left sidebar and locate the "Lead Settings" option.
• Click on "Lead Settings" to access the relevant configuration options.
• Ensure you have completed any previous settings as needed.
• Proceed to the next step to select "Deal Category."

STEP 3: Select "Deal Category"

• Click on the "Deal Category" tab in the Lead Settings section.
• This will allow you to view and manage different deal categories.
• Ensure you have the necessary permissions to make changes in this section.
• After selecting, proceed to the next step to add a new deal category.

STEP 4: Click on "Add New Deal Category"

• Locate the Add New Deal Category button highlighted in red.
• Click on the button to initiate the process of adding a new deal category.
• Ensure you have the necessary details ready for the next step, which involves selecting a Category Name.

STEP 5: Select "Category Name"

STEP 6: CLICK on "Save Button"