Deals by Stages
All deals are displayed in the CRM by their stages.
For example, real estate sales can comprise the following stages:
- initial agreement;
- contract signature;
- finding a potential customer;
- deal closure.
Stages may vary and are flexibly adjusted by administrators following specific instructions.
All deal stages are displayed in deal profile and can be shifted towards deal closure, as they progress:
You can build sales funnels proceeding from deal stages progress and study your sales efficiency:
The list of deals can be filtered by stages:
You must also see:
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