Deals

How to add new Deals in salesgem?

You can add new deals in salesgem , we can see it in leads section itself Steps: 3. Add Deals 4. Enter the Deal name...

How to create and manage products in salesgem?

Create and manage products in Salesgem to maintain an organized product catalog. Add product information, pricing, and categories to make it easier for your team...

How to create and manage Sales pipeline in salesgem?

Create and manage sales pipelines in Salesgem to track deals through every stage of your sales process. Customize pipeline stages, monitor deal progress, and gain...

How to filter deals?

Steps: 4. We can see the list of deals listed there5. Click on the filter icon 6. Choose the Deal stage7. Choose the assignee if...

How to add a Product Category in Salesgem?

To add a product category, we can edit the product from deals Steps: 5. Choose Edit 6. Click on +manage 7. Type the category name8....

How to edit deals in salesgem?

We can edit existing deals in salesgem by following the process: Steps: 3. Choose the desired deal to edit4. Click the three dots on the...

How to change stages in Deals?

We can change the deal stage according to their status as follows: Steps: 4. We can see the list of deals listed there5. Under stages,...