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Manual  /  Deals  /  At the top right of a deal: the ⋮ menu
Part 2 of 7, Deals

At the top right of a deal: the ⋮ menu

The ⋮ menu of a deal: Note, Agreement, Invoice agreement, Task, Create invoice, Document and Mail.
The ⋮ menu of a deal: Note, Agreement, Invoice agreement, Task, Create invoice, Document and Mail.

Just like for a contact, at the top right of a deal file you find a ⋮ menu with all quick actions related to this deal.

A deal file with the ⋮ menu open: all actions you can start from this deal.
A deal file with the ⋮ menu open: all actions you can start from this deal.
Tip: Adding notes works exactly the same way here as for a contact — see Using notes.