Deals

How to add new Deals in salesgem?

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...

How to create and manage products in salesgem?

What are Products in Salesgem? In Salesgem, Products are the goods or services that a business offers to its customers. Adding products to the CRM...

How to create and manage Sales pipeline in salesgem?

What is a Sales Pipeline in Salesgem? In Salesgem, a Sales Pipeline is a structured view of the different stages a lead or sales opportunity...

How to filter deals?

What is Filter in Salesgem? In Salesgem, Filter is a feature that helps users find and view specific leads or records based on selected conditions....

How to add a Product Category in Salesgem?

What are Products in Salesgem? In Salesgem, Products are the goods or services that a business offers to its customers. Adding products to the CRM...

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?

What are Deal Stages in Salesgem? In Salesgem, Deal Stages represent the different steps a sales opportunity goes through from the initial stage to the...