Every deal you create in the system can be managed and monitored by going to the "Deals" section on your navigation bar.
Enter a keyword in the search tab to locate your deal quickly, or you can also use the filters "Date Created" and "Deal Type" to sort your deals.
Once you locate your deal, click on the name of the deal to enter the details section.
From this point, everything you want to do to a deal in the system can be accessed from this page.
By clicking on the blue "I Want To" pull-down in the upper-right-hand corner, you can perform a variety of actions on your deal, including:
- Add a Task
- Add a Contact
- Create a Campaign
- Create Report
- Edit Deal
The menu bar under the title of the deal will allow you to manage every section within your deal that you want to monitor. This includes your:
- E-mail Campaigns
These sections will allow you to do things like analyze engagement data from your campaigns, monitor tasks you have assigned to the deal, manage all of your documents related to the deal, and store reports.
If you have more questions about how to manage your deals, please do not hesitate to contact a member of our support team.