Deals

Streamline Your Workflow with the Deal Activity Event Card

Efficiently track and manage your business opportunities with the Deal Activity Event Card. This powerful feature allows you to easily create a new deal and instantly view it within the Deal section tab. Here's how it enhances your experience:

• Quick Deal Creation: With just a few clicks, you can create a deal using the Deal Activity Event Card, ensuring no opportunity is missed.

• Centralized Deal Access: Once created, the deal is automatically stored under the Deal section tab for seamless tracking and organization.

• Staff Action Monitoring: Stay on top of your team's performance by viewing the actions taken by your staff on specific deals. This transparency helps in better evaluation and coordination.

Comprehensive Deal Management: Use the Deal Management section to oversee, edit, and control all your deals in one place. Whether it’s updating details, assigning tasks, or analyzing progress, this section simplifies it all.

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

Manage Deal From Deal Management dropdown.