Deals
Overview
Managing your sales pipeline is effortless with ClosingDealz. Our Deals feature provides a flexible, visual, and structured approach to tracking deals, ensuring that every opportunity is managed effectively from start to close.
With multiple views, detailed insights, and seamless team collaboration, you can stay on top of every deal and optimize your sales process for maximum efficiency.
Pipeline Views: Kanban & List View
Users can choose between two deal management views:
Kanban View – Drag and drop deals across different pipeline stages for a visual sales workflow.
List View – Get a structured, sortable, and searchable list of all deals for better data management.
Both views provide real-time updates, ensuring your team stays aligned and organized.
Deal Overview
The Deal Overview dialog provides an in-depth look at each deal, offering key details and actions in one place:
Contacts & Lead Details – View linked contacts and lead information.
Deal History – Track changes, interactions, and updates over time.
Expected Close Date & Confidence – Adjust projections and confidence levels for better forecasting.
Team Assignment – Assign deals to specific team members for collaboration.
Activities Management – Add and track activities related to the deal, such as scheduled tasks and meetings.
With this centralized hub, you can make informed decisions, manage interactions efficiently, and keep deals moving forward.
The Deals feature in ClosingDealz ensures that every stage of the sales process is streamlined, collaborative, and easy to track—helping you close more deals, faster.
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