CRM Business Deals 2.0 - the Dealview

The Dealmanager - Detail view





Information needed:

A deal can have the following information.


Title of proposal



Proposal ID

Bidding manager

Start proposal

End proposal

Contract duration (in month)

Value proposal

Value contract

Marginal income



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



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.



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