The deals tracking system allows you to manage your sales and your sales pipeline quickly and easily. Let’s say you have a software business and a mortgage business. Create a custom deals screen for your software business and a completely different one for your loan business. You can have notes, appointments (calendar), attachments, and related contacts all right in the customized deal screen. Then you can see your deals on a screen that kind of looks like a whiteboard. As your deals move through your sales process you can just move them along. You can make these screen your own by adding text fields, date fields, drop down lists and more. See the deals you currently are on or filter the deals that you’ve won, lost or put on the back burner. From the contact card see at a glance which deals this contact is associated with. Make as many customized deal screens as you would like and start managing your deals just like you manage your clients.


In this module we will show you how to create a Deal.

≈43 min.

Supporting Tutorials for this Module

CLICK HERE Action Sets and how to perform a group of actions at one time.
CLICK HERE Deals Tracking (Overview) – Start here to learn how the Deals module works.
CLICK HERE Deals Tracking (Training) – Advanced training on how to set up and use Deals.
CLICK HERE Action Sets in Deal Stages:  Add structure & consistency into your workflow by using automation in your deals.
CLICK HERE The Powerful Deal List – Deal Reports