Deal Management - Detail View

This section will cover the following topics:

• The Deal Detail View: Here you can get an insight into user-centric design of your deal detail view. Consider the Deals detail view as a way to identify, track, and record the experiences your contacts and companies went through before becoming customers.
• Followers/Sharing data: Salesmate gives you an option of adding your teammate and participants which are contacts and system users to be kept in loop related to a particular Deal, this allows data to be shared with peers and receive notifications.
• Visibility & Permissions: Salesmate is a cloud-based application hosted on Amazon web servers to keep your data secure, but when you're using Salesmate, who else in your own team can view your data? Profile permissions are required to access the Deals that includes View, Create, Edit, Share and Delete permissions. Apart from permissions, the system admin can give rights to others and himself can view data.