CRM - Deals
Overview
The Deals section tracks potential sales opportunities through your sales pipeline. Manage deals from initial contact to final sale.
How to Access
- Navigate to CRM in the admin sidebar
- Click on Deals
Features
Deal Management
- View all deals
- Create new deals
- Track deal progress
- Analyze win/loss patterns
Deal Properties
- Deal name and value
- Associated contact/company
- Deal stage
- Expected close date
- Owner/assigned user
Pipeline View
- Kanban board layout
- Drag-and-drop stage changes
- Visual pipeline health
- Revenue forecasting
Quick Reference
| Stage | Description |
|---|---|
| Lead | Initial contact made |
| Qualified | Lead is qualified |
| Proposal | Proposal sent |
| Negotiation | In negotiation |
| Won | Deal closed won |
| Lost | Deal closed lost |