Revamp CRM Covers Your Deals Inside Out

One of the most useful tools Revamp CRM provides you with is the Deals Views. The Deals Stages View or as we call it Visual Deal Pipeline could be found under Sales menu tab if you are on a Small Business plan, or under Wholesale if you are on an online store plan.

 This shows you each of your deals in stages to be able to assess where the most important stage is, where deals are most likely won or lost and pour in your resources in the right place. 

You can also filter this view by user or status of the deal as illustrated below. 

According to User 

According to Status

You can also customize the Deals View by changing the names of the 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 Save Changes.

What's on Deal's Card:

You can find the user image on the Deal's card, this way you can know who's on your team has the most won, lost or in progress deals at a glance.

The contact name related to that deal is clickable so you can open Contact Card that has quick details about contact deal history. and you can open contact profile for more details.

Actions on deal's card can be reached when clicking on Task. You can Add Note, Send Email, Add Tag without leaving the Deals Pipeline view

On Deal's Card, next task has color code so you can know what's due today, what's overdue, and what is scheduled in the future

Blue: Means Task is due today

Red: Means Task is overdue

Grey: Means Task is scheduled in the future

Yellow: Means There are no tasks assigned to this deal