KNOWLEDGE HUB

What is a Deal?

Deal in Toolsoncloud CRM refers to the business opportunity for which you are trying to close the transaction at any point of time. A deal should be associated with a contact person (who is also referred to as Client) and the Organization where your Client works or is associated with.

Deals in Toolsoncloud CRM contains many useful information like:

• When was the deal created? Its aging.
• Who created the deal?
• What is the deal value
• Name of the Company or Organization with which you are trying to close the deal.
• Who is the Client contact person associated with the deal.
• Any qualification comment added by the Sales Development representative who promoted it from lead to deal.
• Any Sales conversation notes added by you or the other Sales executives who have had any conversation with the Client.
• Any other useful information or file attachment needed to close the deal
• List of follow up activity you have planned to close the deal.