Productive

Add a new deal and its win probability, change deal owner, leave notes on deals and assign To-Dos to yourself to follow up regularly.

Managing a Deal

Win a deal and create a new project or a budget based on the deal settings and service setup.

Winning a Deal

Lose a deal and add a lost reason to know why you are losing potential clients. Lost reasons can be set up manually in the Sales settings.

Losing a Deal

There are a few reasons why you may be unable to track time against a service in a deal. Let's see what they are!

Can't Track Time Against a Sales Deal?

Learn how Previous Deal Probability and Previous Stage help you analyze deal trends, improve forecasting, and refine sales strategies.

Tracking Previous Deal Probability and Stage

Visualize your sales funnel, identify drop-offs, and measure conversion rates across stages using Deal Funnel reports.

Using Deal Funnel Reports to Track Pipeline Performance

Handle your deals effectively, from updating their status to tracking probability changes and resolving time-tracking issues.

Managing Deals

Find answers and get help from Intercom Support and Community Experts

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