Click the CRM icon
Selecting the CRM icon will navigate you to the Customer Relationship Management section, where you can manage client interactions and track sales activities.
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Shared guide
Set deal value and expected close date in CRM
Set the deal value and expected close date in your CRM by navigating to the Deals section, entering the deal details, and selecting a relevant date for tracking purposes.
viktoriaSet the deal value and expected close date in your CRM by navigating to the Deals section, entering the deal details, and selecting a relevant date for tracking purposes.
Step-by-step Guide8 steps
Click the Deals link
This will open the Deals section, where you can manage and track your ongoing deals and sales opportunities.
Loading screenshot…100%Click the HMO deal
This action selects the HMO deal from the deals list, allowing you to view its details and manage its status.
Loading screenshot…100%Click here to view more details
Clicking this link will provide you with additional information about the selected deal, including associated contacts, companies, and any relevant actions.
Loading screenshot…100%Click the Details link
This action opens a detailed view of the selected deal, showing in-depth information and associated items for further review.
Loading screenshot…100%Enter the Deal Name and Amount
Type the name of the deal in the 'Deal Name' field and the corresponding amount in the 'Amount' field to define this specific deal in the system.
Loading screenshot…100%Click here to add related information
Clicking this link allows you to add associated contacts, companies, deals, or tickets to the current deal overview in your CRM system.
Loading screenshot…100%Click the date '31'
This selects the date '31' in the calendar for your record. The selected date will be used for scheduling or filtering activities related to the deal.
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