IZIFLO

• From the CONTACTS menu

Find your contact, then on their card, click on DEALS. In your contact’s deals list you can open a deal or click on ‘Transactions View’ to see the list of documents (Prospects, Proforma, Sales Order) of your contact.

• From the DEALS menu

In the DEALS menu, you can click on the deal to view the prospect (one per deal) or click on to see a complete list of the created transactions.

The prospects are labelled as PP. The side filters will let you filter the list by a defined criterion.