Definition

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.

Use

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

 

Metadata

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