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Merging Deals
How to merge deals? Merging deals involves combining two deals into one, consolidating their information to avoid duplicates and streamlining management. This process ensures that the deals of all the secondary records are merged with the primary ...
Overview of Deal Fundamentals
What is a deal and what are its key components? In Twozo Customer Relationship Management (CRM) systems, a deal represents a potential sales opportunity and monitors a lead’s progress from the first interaction to a final decision. Essential ...
Pipeline & Stage Management
What is Pipeline/Stage Management? In the pipeline view, the initial display shows the default pipeline with the General and its stages: New, Won, and Lost. The General pipeline option is available on the top left side of the screen, you can change ...
Twozo Summary View: Quick Snapshot for Deal Management
What is Summary View in a Twozo, and how does it help in managing deals? The Summary View provides a snapshot of deal information and allows for quick access to key details. When you click on a deal from the list view, the deal summary page opens on ...
Deal Detail View: Key Features and Pipeline Metrics
Deal Detail View From the Deal Detail View, you can access all relevant details about the specific deal, allowing you to gain a complete view of its status, history, and related information, which supports efficient management and informed ...