Geteilte Anleitung

Mark a deal as closed won in CRM

Update the deal status to 'Closed Won' in the Deals section of the DocuFast Sales Pipeline to reflect a successfully completed transaction and enhance your CRM sales tracking.

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·4 Schritte·81 Aufrufe·Veröffentlicht

Update the deal status to 'Closed Won' in the Deals section of the DocuFast Sales Pipeline to reflect a successfully completed transaction and enhance your CRM sales tracking.

Step-by-step Guide4 Schritte

  1. Click the CRM link

    This action will navigate you to the CRM section, where you can manage customer relationships, view contact information, and track interactions.

    Click the CRM link
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  2. Click the Deals link

    This will navigate you to the Deals section, where you can manage and view all your sales opportunities and deals.

    Click the Deals link
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  3. Click the Closed Lost (DocuFast Sales Pipeline) option

    Selecting this option updates the deal status to 'Closed Lost' within the DocuFast Sales Pipeline. This action helps in tracking deals that are no longer active.

    Click the Closed Lost (DocuFast Sales Pipeline) option
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  4. Click the Closed Won option

    Select 'Closed Won' from the dropdown to update the deal status. This action indicates that the deal has been successfully completed.

    Click the Closed Won option
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