CRM Deals allows administrators to manage sales deals and track their progress through the pipeline. You can monitor deal values, stages, and expected close dates.
Overview
Deals represent confirmed business opportunities in the sales pipeline. Administrators can track deal progress, assign values, and forecast revenue based on deal stages.
How to Access
- Step 1: Log in as administrator
- Step 2: Navigate to CRM in the admin menu
- Step 3: Click on Deals
Prerequisites
- Administrator access required
Features
- View all deals in pipeline
- Track deal values and stages
- Set expected close dates
- Assign deals to team members
- Generate revenue forecasts
Quick Reference
| Route | admin.crm.deals |
| Permission | admin_only |
| Category | CRM & Business Tools |