1.2. Deals

• Go to Leads → Deals tab → Manage deal information with customers

• You can update stage, View / Edit / Delete / Follow deals

Add Deal:

• Step 1: Select Add Deal

• Step 2: Enter information:

  • Customer's Lead Contact

  • Deal name

  • Select Sales Pipeline

• Sales stage

• Enter deal value

• Close Date

• Select deal category (if not available, can quickly add new)

• Select salesperson (if not available, can add new)

• Select deal product

• Assign tracking employee

• Step 3: Select Save or Save and Add More to continue creating the deal

• You can Import / Export Excel files for deals

• You can search or filter by time, sales pipeline

• Select advanced filter by date, Deal Value, Deal Stage, Handling Employee, Follower, Lead