Deals
A deal represents a specific opportunity with a value, a stage, and an owner working to close it.
#What it is
Deals link a contact or company to an opportunity and move through your pipeline stages until won or lost.
#Key capabilities
- Record deal value and expected close
- Assign an owner and stage
- Link the deal to a contact or company
- Track activities and follow-ups on the deal
#How to use it
1
Create the deal
From a qualified lead or a customer.
2
Set value and stage
Record the opportunity size and where it stands.
3
Drive it forward
Log activities and advance the stage to close.
Tip
Keep deal values and stages current so pipeline reports and forecasts stay accurate.
#Related AI departments
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