Deal Management
2/9/2007 by TeamDesk
This preconfigured web-based application allows to keep all your contacts, files, documents, notes, maps, directions for a deal in one place.
Description
Deal Management application allows you to store everything you need to get the deal closed in one place.
What's Tracked?
- Deals - application is built around deals. A deal is a business opportunity.
- Contacts – all of your contacts supporting your deals.
- Tasks - a simple todo lists.
- Milestones - a special milestones and dates to the deal.
- Reminders - alarms or messages that remind you to do something.
- Notes - like sticky notes for something you want to remember.
- Files - file attachments.
- Maps - addresses with maps.
- Links - links to competitors or to your prospect's site.
