Sales

What is a Deal?
Deals are the business agreements that you have. Each deal is associated with a contact in your Revamp CRM account. You can track the progress of your deals...
Mon, 30 Jan, 2017 at 2:54 PM
Sales Reports
Revamp CRM helps you enjoy useful and insightful reports Our Sales reports will allow you identify the strengths and weaknesses in your strategies to im...
Mon, 30 Jan, 2017 at 3:02 PM
How Do I Add a Deal?
You can add Deals from any of the different Deals Views by going to Sales > Deals Click on the '+Add Deal' green icon at the top of the page a...
Mon, 30 Jan, 2017 at 3:34 PM
What is Sales By Source Report?
Sales By Source Report gives you a visual overview of the sources of your deals. It also maps it against your team members so that you can identify your ...
Mon, 30 Jan, 2017 at 4:30 PM
How do I Delete a Deal?
Go to Sales > Deals  From your Pipeline view or Timeline view by simply drag the Deal Card into the Delete icon in the middle bottom. Or click ...
Mon, 30 Jan, 2017 at 4:39 PM
What is Sales By User Report?
The Sales By User Report enables you to monitor your team's performance, compare and contrast. This allows you to understand the strengths and weakness...
Mon, 30 Jan, 2017 at 4:42 PM
How to Export a Deal?
Deals can be exported in 2 ways: 1. From Deal’s page (Export one deal at a time) If you are on an Online Store plan go to Wholesale > Deals If yo...
Mon, 30 Jan, 2017 at 4:49 PM
What is Sales Funnel Report?
Use your Sales Funnel Report to track the progress of Deals as they move through your funnel and identify the stages where you are winning and losing deals....
Mon, 30 Jan, 2017 at 4:55 PM
How Do I Add and Edit Invoices?
Use your Invoices to keep track of your bills and accounting statements. Revamp CRM also integrates with other Invoice providers like FreshBooks and Harvest...
Mon, 30 Jan, 2017 at 5:05 PM
How Do I Add Tags to Deals?
A tag is a keyword that can be used to categorize your deals. Tagging can be useful when you need something to quickly filter information by. For example...
Mon, 30 Jan, 2017 at 5:07 PM