Deal/Lead Info

Deals : -

In our CRM, Deals are the main revenue generating interactions happening between a customer and a company.

Deals are basically the undone contracts between a company and a interested customer.

Deals consist of :-

1. Deal agents ( Who's going to handle that particular deal ),
2. Deal value ( On what amount the deal is being done ),
3. Deal stages ( Tells about the status about the deal like it is a win or lose and so on )
4. Deal pipelines ( Tracks the deal progress from starting to closure, deal stages comes under pipelines. For each pipeline there are different deal stages. )
5. Products ( Includes products for what the business is being done )

Leads : -

For every deal there is a lead, it states the potential customer who is interested in the business.

Under that lead comes the deal which is done by that particular customer ( lead ) with the company. Although the main business interaction is handled directly by deal module.

Leads module consist of deals tab ( Here , all the business deals made under the respective lead are shown. )

Leads, when the deal is accepted by both sides of business(customer & company) , are converted into clients.

For the business or company, there are proposals which can be send to customers ( leads ) for particular business deal of a product or service.