Tracking Deal Progress and Managing Deal Status in CRM

Tracking Deal Progress and Managing Deal Status in CRM

What are the main features for tracking deal progress?

  1. Timeline: Provides a timeline view of all key events and updates related to the deal. It can be filtered by Calls, Emails, Notes, Activities, Files, and Updates.
  1. Conversations: Displays all communication threads related to the deal, including emails, calls, and voice notes. This allows easy access to past interactions and important discussions. 


  1. Activity: Lists all activities performed on the deal, including tasks, meetings, and follow-ups. This helps monitor ongoing engagement and scheduled actions.


What are the available actions for managing deal status?

The CRM interface is designed to streamline the management of deal outcomes and interactions, offering a range of essential tools:
  1. Reopen: Transitions the deal back to its previous open stage.
  2. Won: Opens the Closed Won pop-up to enter the won reason and deal closed date. After saving, the Reopen button appears.
  3. Lost: Opens the Closed Lost pop-up to enter the lost reason and deal closed date. After saving, the Reopen button appears.
  4. Send Mail: Opens the compose tab with the contact’s primary email prepopulated. Sent mails appear in the deal’s conversations.
  5. Call: Initiates a call with the primary contact. Call details and notes can be logged afterward.
  6. Product: The product option to quickly add products related to a deal.


       Kebab Menu

A kebab menu is a type of user interface element that consists of three vertical dots . It's commonly used in applications to represent a menu that contains additional options or actions related to the current context.

Action

Definition

 Edit

Modify or update the existing fields. For more details

Merge

Combine two deals into a single entity, consolidating their information and removing duplicates. For more details

Clone

Create an exact copy of an item, duplicating all of its data and settings, while the original remains unchanged. For more details

Delete

Remove an item from its current location and move it to the recycle bin, where it remains for 90 days and can be restored if needed before permanent deletion.

Export

Save and transfer data from the current system to a different format or location, often for use in another application or for backup purposes.

 




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