How to add CRM Deal in Cloudpital?

Modified on Tue, 9 Jan, 2024 at 1:36 PM

Adding a CRM Deal in Cloudpital is a straightforward process that can be completed in just a few steps. Here's how to do it:



  • Log in to your Cloudpital account and click  on the CRM module.



  • Click on the "Deals" tab to view your existing deals.



  • In this screen we Also Export the Deal.



  • When we add the services of the patient then it show in the Deal.



  • We also add and show the Segment .


  • Also show the accurate data of Deals in Zoho CRM which are show in the Deals.



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