A Deal may include Products to be delivered, Projects to be carried out, Services to be rendered or a combination of all or part of these different elements.
A Deal is usually materialized by an Offer that must be approved and signed by Flags.
A Deal often concerns only one Circle. It is then a concept similar to that found in some more traditional CRMs, under the name of "opportunities".
In WinTheDeals, it is also possible to link a Deal to several Circles. This is particularly useful in complex Projects, for example when setting up a group of companies to respond to a call for tenders.
Deal Decision-Making Powers
Folders linked to a Deal
Attachments linked to a Deal
- Deal Name
- Closing date
Creation Date : May 24, 2019
Update Date : June 25, 2019
Version : 003