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Deals

Deals

A Deal is a sales opportunity or specialized sales project with a prospect or existing customer.

5 articles in this collection
Written by Jenn
Deals User Guide

Creating Deals

Deals can be created from three places: Deal icon on the Quick Action Menu, the New Deal button, or from the Deal Board or Deal List.
Written by Jenn
Updated over a week ago

Managing Deals

When organizing your deals, you have two options. You can manage deals as a list or as a board.
Written by Jenn
Updated over a week ago

Deal Details

When the deal is created a workspace will be created with a news feed, tasks, documents and calendar.
Written by Jenn
Updated over a week ago

Stages for Deals

As you process deals through your sales pipeline, you can define stages along with probability to close.
Written by Jenn
Updated over a week ago

Labels for Deals

You can organize your deals using color coded labels.
Written by Jenn
Updated over a week ago