CRM Business Notes 4 - the Dealmanager


The Dealmanager

 

CRM Business Notes contains a full-blown Dealmanager for creating proposal & deals for your business. Whether you've a product base business or services based business the Dealmanager allows you to create dedicated products & services pricelists and uses it for your proposals/deals. 



The Deal List displays all deal documents of the selected customer. It's ordered by the 'Creation-Date' , where a single list entry displays following information:

   

1. Deal title, value proposal, value contract, deal status, creation date and your name.

2. Further information about the document status

  • bookmark - you have bookmarked this event

 

Function of a list entry:

 

Edit document:

Select a cell for further action.

 

Distribute document:

Select the cell menu '' to distribute your document.

 

Delete document:

By left swiping the entry the Deletion process starts.


Button

Function


?

Switches to the OnLine Help.



Funnel

Filters the deal by its status



Search

Searches full text in all deals. The 'Last'-Button repeats the last search.



New

Add a new deal.



Refresh

Refresh the list



FollowUp

Filters all deal which proposal period will end within the next 5 days.



Bookmark

Filters all 'bookmarked' deals.