What is a Deal?


A Deal is a tool that will allow you to manage and keep track of every transaction with all of your customers.

From the moment you contact the customer to the actual sale, a Deal allows you to monitor the transaction stage by stage.

You can manage your sales through Deals by:

  • Adding Products to your Deals (you can make a Deal for one or multiple products)
  • Add Payment information of your customer (is it pending? did the customer pay partially?)
  • Open a Case related to a Deal
  • Assign Tasks related to Deals and improve your customer´s service
  • Choose who is going to be the Owner of the Deal
  • Keep track of the Deal with its stages: Open, Qualified, Quoted, Won or Lost. You can even create your own status to customize your sales process. 


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