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.

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.

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!

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

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

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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