Deal Management

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.
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