Deal Setting

Deal Settings

We get leads and prospects from many sources,  some may come from your company website, while others are initiating conversation and are almost ready to purchase.

As a salesperson, it is your job to get their contact information, measure the sales volume they will be able to bring in, evaluate how likely it is they will make a purchase, and keep track of the stages that they go through until they become customers.

This is all done through a process known as the sales pipeline.
 

A clear, distinct sales pipeline enables you to track your potential customers from start to finish, close deals faster, and generate more revenue.
A sales pipeline encompasses all the different stages that your prospects go through on their way to becoming customers. In simpler terms, a pipeline shows what deals a salesperson is currently handling and at what stage of the sales process these prospects are at.

In Deal settings, you can create deal pipelines and manage the potential revenue streams.

To create a Pipeline click on 

You can also create deal stage and set probability of converting if prospect qualify that stage.

You can also create and delete Deal lost Reason.

You can also set-up  default Deal amount calculation property.