Hi, how can we help you?
How to switch prospect in a deal?
User on Web
Login to your OutPerform account.
Step 1: Click on the deal screen

Step 2 :Select one deal and click on it.

Step 3: Click on the “⇄” button.

Step 4: Enter the existing prospect’s name.


Step 5: Click on the “Update” button.

Step 6: Prospect switched successfully.
