A Folder consists of a set of documents called Attachments in WinTheDeals.

A Folder can contain as many Attachments as necessary.

A Folder is most often associated with a single Deal.

It is sometimes useful to associate a Folder with several Deals. For example, in the case of a framework agreement.


Data Entry

CRM - Edit Circle


Folder View

Folder Details


CRM - Circles Details


Folder Attachments


CRM - Circle Tags


Folders List


CRM - Circles List


Folder Fields

  • Field Name
  • Description



Creation Date : June 14, 2019
Update Date : June 25, 2019
Version : 002

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