Deals
Manage your sales pipeline
Managing Deals
Deals track sales opportunities through your pipeline from initial contact to close.
Deal Stages
- Qualification - Initial discovery
- Meeting - Demo or discovery call scheduled
- Proposal - Proposal sent
- Negotiation - Terms being discussed
- Closed Won - Deal successful
- Closed Lost - Deal unsuccessful
Deal Properties
- Deal name and value
- Expected close date
- Associated contact and company
- Deal owner
- Activity timeline