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'.