1) Deals source :


You can find out your deals source, Hover the cursor over the Gear Icon next to your profile picture and choose Settings. From the list on the left, click on Deal Source.Add the source you want then it will appear in the deals tap inside every deal info.Click Save.




2) Deals age: 

You can specify the time after which a deal goes rotten. Hover the cursor over the Gear Icon next to your profile picture and choose Settings. From the list on the left, click on Deal Age. Type in the number of days after which an open deal will become rotten.Click Save.




3) Deals stages: 

Click on the gear icon at the top of the page next to your profile picture and choose settings from the drop-down menu. Choose Deal Stage as indicated in the image below, rename the stages and Click Save.





Attach an email to deal using smart inbox email:

 

Email is, in many ways, the digital hub of modern life; Revamp helps you manage the most important aspects of your digital life without making them more complicated. If for any reason you’d like to attach an email to a specific deal, now you can do that in a simple way to your account. Click on deals, choose any deal you want & it will be like deal-5aa658143499b91228719184-5ae6fcbdd40dd71c6c6b3c10@box.revampcrm.com