New Deal Management application is added to the application library:
This preconfigured web-based application allows storing 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.