Deals

  • Lead Contacts: Choose the lead from a dropdown menu.

  • Deal Pipelines: Monitor deal progress from start to finish. Each pipeline has different stages.

  • Deal Stages: Shows the status of the deal, like whether it's won or lost.

  • Deal Value: Records the amount involved in the deal.

  • Close Date: Gives the expected closing date for the deal.

  • Deal Agents: Assigns specific individuals to handle each deal.

  • Added by: Select employees who will interact with leads, with editable fields.

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