Safety copies of your deals

Create safety copies of deals, including lines of deals, quotations and relationships with contacts and companies.

Comparison of versions

View on your screen a comparison between the current values and associations of the active deal with those of any of its copies.

Use deals as templates

You can use a safety copy as an initial template for a new deal. In other words: copies enable you to restore your deal to a previous state, but they also make it possible to generate a new deal starting with the values defined in them.

Restore the state of your deal

Select the copy whose data you want to restore to incorporate them to the current version. You can even select which values you want to modify and which you don’t. And don’t worry, before each recovery a copy of the current data is created automatically.