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  • Langkah-Langkah Menggunakan 3Dolphins Anywhere
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    • Task
      • Task Feature
      • Create Task
      • Edit Task
      • Detail Task Feature
      • Add Task Based on Related Ticket
    • Task Notification
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    • Reply Ticket
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  • Sales
    • Deal
      • Create New Deal
      • Detail Deal
      • Add Product on Deal
      • Note on Timeline Tab
      • Transfer Deal to Other Pipeline
      • Close Deal to Won or Lost Deal
      • Filter and Search Deal
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    • Contact
      • Create New Contact
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    • Company
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  1. Sales
  2. Deal

Detail Deal

PreviousCreate New DealNextAdd Product on Deal

Last updated 3 years ago

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Di pojok kiri halaman detail deal, Anda dapat melihat info deal seperti deal name, deal number, created on, deal value, pipeline, stage, dan juga owner. Di bagian ini Anda bisa mengedit info produk, mungkin karena ada pemindahan stage atau masalah lain. Privilege ini hanya dimiliki oleh sales manager, owner, dan admin.

Anda dapat mengedit info deal dengan memilih dropdown pipeline untuk memilih pipeline dan klik 'Deal' yang ingin anda edit untuk membuka detailnya. Pada bagian detail info, klik button 'Edit' ( ) dan ubah info deal sesuai kebutuhan. Klik 'Save' jika sudah selesai dan Anda dapat melihat change log info del di tab changelog.

Detail Deals & Changelog