The Deals tab is an integral part of the Customers Page, providing a clear view of all active deals associated with your customers. This functionality is essential for tracking sales progress and managing your sales pipeline effectively.

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Deals

In the Deals tab, you will find a table displaying all active deals associated with your customers. The table includes key properties of each deal, such as:

  • Deal Stage: The current stage of the deal, which can be one of the following:

    • Prospect: The deal is in the initial stage, and the customer is being qualified.
    • Qualified: The customer has shown interest and meets the criteria for the deal.
    • Proposal: A formal proposal has been sent to the customer for consideration.
    • Negotiation: Discussions are ongoing to finalize the terms of the deal.
    • Won: The deal has been successfully closed, and the customer has agreed to the terms.
    • Lost: The deal did not close successfully, and the opportunity is no longer active.

  • Value: The monetary value of the deal, which is crucial for revenue forecasting and financial planning.

  • Owner: The team member assigned to manage the deal, ensuring accountability and clear communication.

  • Customer: The customer associated with the deal, linking the deal to the relevant client.

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Viewing Deals

By default, only active deals will be shown in the table. However, you can easily view closed deals by selecting “All” or “Closed” from the dropdown menu. This flexibility allows you to manage your sales pipeline effectively and focus on the most relevant opportunities.

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Creating and Editing Deals

You can create and edit deals with the following properties:

  • Deal Stage: Select the current stage of the deal from the predefined list, ensuring accurate tracking of the deal’s progress.
  • Value: Enter the monetary value of the deal, which is essential for financial analysis.
  • Owner: Assign a team member to manage the deal, promoting accountability and clear communication.
  • Customer: Link the deal to the appropriate customer, ensuring that all relevant information is easily accessible.

This functionality ensures that your sales team can track and manage deals efficiently, enhancing overall productivity and collaboration.

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Benefits of Effective Deal Management

By utilizing the Deals tab effectively, your team can:

  • Monitor the sales pipeline and identify potential bottlenecks.
  • Analyze deal performance to improve sales strategies.
  • Foster collaboration among team members to close deals more effectively.

This structured approach to managing deals is vital for driving revenue and ensuring the success of your sales efforts.