Settings
Deal Setup This section in the Sales Coach page determines how and when deals are automatically created. Typically, a deal is opened as soon as… Read More »Settings
Manage a Deal
https://youtu.be/NV-vbOPu3Xs Once an Opportunity (or Deal) has been created you will then manage it through the sales process. You may conclude that the Opportunity will… Read More »Manage a Deal
Add a Deal
Add an opportunity / deal to a prospect by clicking on the Deals tab (next to the Contacts tab in Prospect view). In Deals, create… Read More »Add a Deal
Log activity
Notes You can add a note relating to any contact and Deal. By pinning the Note it will remain at the top of the activity… Read More »Log activity