Deals
How to work with a sales pipeline and manage deals
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Pipeline Basics
Last Updated: 07.04.2023
A CRM sales pipeline is a consolidated list of deals for people at different stages of communication with your brand. A pipeline allows you to track information on your progress with a particular lead or customer.
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How to Work with Deals
Last Updated: 24.04.2023
A deal is a card in your CRM dashboard that helps you evaluate your interactions with customers at different stages of the sales funnel. The main task of a CRM platform is to record all the requests from leads in the sales pipeline.
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How to Work with Deal History and Comments
Last Updated: 07.04.2023
When working in sales or project management, you need to track a multitude of deals and interact with your team. To build your workflows effectively, you can view deal history, leave comments, and attach documents to discuss them with the team.
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Sources of Automatically Added Deals
Last Updated: 21.04.2023
You can add deals manually or set up integrations to automatically create deals after communicating with a client on one of the communication channels. Integrate CRM with chatbots, email services, landing pages, payment systems, pop-ups, subscription forms in SendPulse, and other services.
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How to Work with the Calendar
Last Updated: 31.03.2023
With the help of our CRM calendar, you can view your deals by date to manage your resources more efficiently and see how much time you need to complete a deal.
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How to View CRM Statistics
Last Updated: 31.03.2023
With the help of a CRM dashboard, you can view aggregated visual representations of information on all your pipelines, deals, and team members to monitor and analyze work efficiency.
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How to View Closed Deals
Last Updated: 31.03.2023
In SendPulse CRM, you can view and filter information on closed deals, as well as reopen closed deals to work.
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How to Export Deals
Last Updated: 31.03.2023
You can export certain deal data from your CRM system to a file to use them for reporting, process them in a table, or import them to other storage services. You can also transfer deals to another pipeline and continue working with them there.
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