Customer Relations Management
Getting Started Guide
The Deals feature allows users to manage potential sales in their company.
With the Deals feature, users can easily track potential sales, capture deal information, and close deals.
Adding New Deals
- Navigate to the “Deals” tab.
- Click on the “Add Deal” button.
- Enter the deal details such as deal name and deal amount.
- Click “Save” to create the deal.
- Navigate to the deal you want to manage.
- Edit the deal details as required.
- Assign the deal to a user.
- Add notes or attachments to the deal.
- Navigate to the deal you want to close.
- Click on the “Close Deal” button.
- Enter the closing details such as closing date and closing amount.