Revamp CRM shows you your Deals from many angles so that you never miss out on any info
You can view your Deals
If you are on a Small Business plan go to Sales > Deals
If you are on an Online Store plan go to Wholesale > 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 info
In the list view you get to export your Deals and view Deal’s probability and forecasted sale.
And this is the Deals Dashboard
Deals Dashboard gives you a quick, focused glance into 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 within your sales. Your Deals Dashboard will help you easily evaluate 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.