What is a Deal in Salesgem?
In Salesgem, a Deal represents a potential sales opportunity that a business is actively working to convert into a successful sale. It helps the sales team track important sales opportunities through different stages of the sales process, from the initial opportunity to closing the deal.
How is a Deal useful to your business?
Deals are useful for tracking sales opportunities, monitoring their progress, managing follow-ups, and understanding potential revenue. For example, if a customer is interested in purchasing a property worth ₹80 lakh, the sales representative can create a deal for that opportunity and move it through stages such as New, Negotiation, and Closed. This allows the sales team to clearly see which opportunities are active, which require follow-up, and which have been successfully converted. Deals help businesses manage their sales pipeline and keep track of important sales opportunities more efficiently.
HOW TO CREAT A NEW DEAL
Steps:
- Log in to your Salesgem account.
- click on leads
3. Add Deals
4. Enter the Deal name and choose sales pipeline, stage, product, and close date
5. Create a Deal
Have one more option available:
Steps:
- Log in to your Salesgem account.
- Click on Deals
