Deals

Manage your sales by grouping them as a deal

Deals are the deals that you are makgin with your leads, this is the overall project name of whatever it is that you are selling.

  • Deal name

  • Value

    • This is the expected financial value of the deal

  • Stage

    • What stage of the pipline the deal is up to.

  • Salesperson

    • Who the lead is assigned to

  • Lost reason

    • If a lead is lost during the sales process you will assign a lost reason here with one of the default reasons provided.

      • Customer service

      • Unqualifed

      • Too expensive

      • Bad follow up

      • Changed mind

      • Chose antother supplier

      • Ghosted