Help your team gather the right information at the right time, to increase win-likelihood and ensure top-notch data quality. Navigate to Deals Settings and customize your preferences.
- DEAL SOURCES - Identify where your Deals are coming from so you can effectively evaluate which Source is more successful or challenging for your business.
- CUSTOM FIELDS - Add custom fields to store information that you’d like to track about your Deals.
- LOSS REASONS - Track the reasons your team is losing Deals, so you can identify why and prevent future occurrences.
- UNQUALIFIED REASONS - Enabling Unqualified Reasons on your account will help you analyze the most common reasons your Deals are unqualified.
- TAGS - Add Tags to categorize your Deals and quickly filter them by specific keywords
- SMART LINKS - Smart Links enable sales reps to easily access information from other applications directly from a Deal's card.
- FORECASTING - Predict expected revenues by enabling the information about forecasting on the Deal card.
- SMART LIST TEMPLATES - Create and share Smart List templates to focus your team on the Deals that matter