Running a Deal

How to create an execute a Deal in Navatar

Managing the Deal Team

What is the Deal Team? The Deal Team allows you to keep stock of the people associated with Deal processes...

Understanding Deal Context

What is the path at the top of the Deal record page? The path at the top of the Deal...

Creating Deals from Teasers

How can I create a deal when I receive a teaser in Outlook? When you receive a teaser via email,...