Deals are the core of Saleswith, and on our tool, you can track them from start to finish.
You find all your deals in the pipeline of the Deals section. Each deal is associated with a stage of the pipeline:
How to add a new deal
Click on the Add Deal button on the top left:
Then fill all the Deal's details.
You'll have to add the Company the deal is linked to, the deal name, its monetary value, the stage the deal is currently at (by default, "Qualification" is pre-compiled but you can change that). There are also additional fields like the Source ( aka what channel did the deal come from), and also the Category. Source and category are not mandatory, but we recommend adding them for more precise reporting.
When you're done, don't forget to Save.