CRM Business Deals 2.0 - the Dealmanager
The Dealmanager
CRM Business Deals 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.