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
Function of a list entry:
Select a cell for further action.
Select the cell menu '⋮' to distribute your document.
By left swiping the entry the Deletion process starts.
Switches to the OnLine Help.
Filters the deal by its status
Searches full text in all deals. The 'Last'-Button repeats the last search.
Add a new deal.
Refresh the list
Filters all deal which proposal period will end within the next 5 days.
Filters all 'bookmarked' deals.