Intro to Deals

When you first click into the Deals module, it will be empty! So, click on “Create a Deal” to see the page where I begin this video.

Alright, let’s say I have an existing or past client (stored as a record in the Contacts module) but I want to do some more work with them. So, I create a Deal record.

As in the previous video, we can relate this Deal record back to an Account record to keep track of all the business I do with a particular company.

The Deals module is useful, among other things, for:

  • conversion analysis
  • revenue and pipeline tracking
  • salesperson performance
  • probability and stage tracking