Deal
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Last updated
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A deal is a piece of information pertaining to a potential sale or opportunity-it that you’ve identified and are managing through your sales pipeline. The pipeline represents the key milestones in your Sales process that each opportunity typically passes through. It helps your Sales team to stay organized by understanding what stage each deal is at, and for management to manage the progress of your Sales and Sales team.
As a deal progresses through the pipeline, it starts in the first stage and moves from left to right. So that you will get the final result, namely Won or Lost deal.
To access this feature, log in to Anywhere with your sales account.
Component Explanation:
Name
Description
Stage
A stage is a step in your sales process.
Information
The information about total number of the deals card and the total of estimated value
Deals card
The following is the information on the deals card:
Deal Name: Name of your deal.
Value: Estimated value of deals.
Expected Close Date: Date you estimate the deal will be closed.
