Creating and Managing Deals

Creating and Managing Deals

Overview

Deals represent active sales opportunities.

Steps

  1. Navigate to Deals.
  2. Click Create Deal.
  3. Enter:
    • Deal Name
    • Expected Value
    • Expected Close Date
    • Stage
  4. Assign an owner.
  5. Save.

Common Deal Stages

  • Qualification
  • Discovery
  • Proposal
  • Negotiation
  • Won
  • Lost

Best Practices

  • Update stages regularly.
  • Record expected revenue accurately.

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