All Deals

The "Manage All Deal" module provides users with a centralized interface to track, update, and manage all deals within the system.

Maximize efficiency, improve collaboration, and ensure every deal is managed with precision through the Deal Activity Event Card and related management tools.

All Deal Manage:

Features:

1. Deal Listing: Displays all deals with relevant details such as deal name, status, amount, owner, and created date.

2. Search & Filter: Users can search and filter deals based on parameters like status, date, owner, and amount.

3. Deal Status Management: Allows updating deal status (e.g., Pending, Approved, Rejected, Closed).

4. Deal Details View: View complete details of each deal, including associated documents and notes.

5. Actions on Deals:

   • Edit Deal Information

   • Assign/Change Deal Owner

   • Add Notes/Comments

   • Attach Documents

   • Delete Deal

6. Notifications & Alerts: Alerts users about deal updates, status changes, or required actions.

7. Role-Based Access: Controls access to deal management features based on user roles.