CRM Business Notes 4 - the Dealmanager

The Dealmanager - Detail view

 

 

 

 

Information needed:

A deal can have the following information.

 

Title of proposal

Description

Comments

Proposal ID

Bidding manager

Start proposal

End proposal

Contract duration (in month)

Value proposal

Value contract

Marginal income

 

Deal-schedules:

After selecting the 'Start proposal' the corresponding field 'End proposal' will be precalculated with + 1 day. You can override this.

 

Deal-Status:

With the upper status bar you can give your deal the appropiate status - new, proposal, won, lost. The latter both will lock the value fields.

 

Orderlines:

More complexe proposal will contain additional orderlines for product or services. Click the 'orderline'-button to enter the 'Orderline Manager'.