Deal & Sales Management
How to Set the Deal Stages Color
Overview The Deal Stage Colors feature in WeekMate CRM allows you to assign custom colors to different stages of your sales pipeline. Colored stage labels make it easier to distinguish deal statuses at a glance, helping sales teams quickly identify ...
How to Modify the Deal Stages
Overview The Deal Stages feature in WeekMate CRM allows you to customize the stages of your sales pipeline to match your organization's sales process. You can add new deal stages, review the existing pipeline, and customize stage labels to improve ...
How to Edit a Pipeline or Create a New Pipeline
Overview The Pipeline Management feature in WeekMate CRM allows you to create and customize sales pipelines based on your organization's sales process. You can create multiple pipelines, update existing pipeline details, and modify sales stages to ...
How to Do the Sales Management
Overview The Sales Management module in WeekMate CRM provides a centralized view of your entire sales pipeline. It enables you to create and manage deals, assign opportunities to team members, track deal progress, and monitor key sales information ...
How to Assign the Target
Overview The Target Assignment feature in WeekMate CRM allows managers to assign sales targets to employees and monitor their progress over a defined period. By setting measurable goals, organizations can track individual performance, evaluate sales ...
How to Add or Edit Deal
Overview The Deal Management feature in WeekMate CRM helps you create, track, and manage sales opportunities throughout the sales cycle. Each deal stores important information such as the customer, pipeline, sales stage, expected revenue, and ...