A Clear Overview of Your Deals inside a visual pipeline
Business deals are the drivers of success for any company. This is why Revamp has got you covered when it comes to managing your deals. You can add, delete or edit deals as well as have an overview of your won or lost deals to improve future performance. Our app displays your business deals in different ways and helps you break a deal into timely and orderly stages. Now, managing deals will no longer be a hassle and you can focus on growing your business.
This video shows you how to:
- Different views. View your deals in the visual sales pipeline view, timeline view and list view
- Deals stages and Naming. Change the name of deal stages and tailor your deal pipeline to whatever suits your business needs, and then you can move your deals forward by easily drag and drop
- Notes. Add notes to your deals without leaving your deal pipeline view at its different stages
- Emails. Send Emails to customers from within the deal pipeline
- Deleting and Editing. Delete and edit individual deals
- Deal Lists Learn how to use filters to know more about your deals
- Tasks. Assign tasks to each deal and know in a glance which deals have no upcoming task, and which has an overdue one.
- Files. Add relevant files to deals
- Sales Reports. Gather insights from the Deals Pipeline
- Customize. Setup, change currency, add products, change sales region and add sources to different deals
- Export. Export your deals to CSV or spreadsheets