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Salesmate
Deals and Products
Deals and Products
Get precise, real-time visibility of your sales cycle with the deal management tool
Deals
What are Deals?
How to add a Deal?
How to manage your business process with multiple pipeline management?
Importing Deals in Salesmate
Goal Management
How to Automatically Create a Deal in a Pipeline once a Contact is created or Updated with a "Tag" or a Field using Workflows
Deal FAQ's
Deals set to Public Read Only. The non-owner of this Deal can still delete it.
Win Probability: Predicting which deals are most likely to win
What are the colored icons on the deals in the Deal Board View?
How to automatically add Teammates to Deals?
The Deal Rotting Feature
Products
Enabling the Product Module
Setting up the Product module
Manage Products
How can I add products to a deal?
How do I activate or deactivate individual products?
Can I have one product in different price variations and currencies?
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