You can view your Deals, go to Sales/B2B > Deals. You will come to this view, the Deal's Pipeline view. Where your deals are organized according to their stage, you can move a deal forward or backward simply by drag and drop. Also, you can win a deal or lose it by drag the deal card to the Won or Lost folders in the bottom.
You can access more views by clicking here:
This view groups your Deals by expected closure date. Where your deals are organized according to their expected closure date. Also you can win a deal or lose it by drag the Deal Card to the Won or Lost folders in the bottom.
This view lists all Deals in a List View compiling all information. In the list view, you get to export your Deals and view Deal’s probability and forecasted sale.
Deals Dashboard gives you a quick, focused glance on your team’s sales activity and you current deals state. Your Deals data divided into different categories, In progress deals, Won Deals, Lost Deals.
Know exactly what is going on with your sales. Your Deals Dashboard will help you easily evaluate the performance of your people and you will have the data you need to predict with accuracy what actual sales are going to look like next week.