Link to deals https://nationwidemarketingdata.com/crm-deals.php
Deals is the module you enter in whenever you make a sale. Below are the fields you enter in when you create a new deal or edit an existing deal.
Deals have different Stages so you can sort and track by what stage in the buying process your customers are.
Deals also has a quick reference to show you your total amount in each stage on the deals main page.
On the deals table that list all the deals you have quick options buttons
The tag is for linking products to that deal. You can create products in the products module then they will generate here to link to your sales. See below
The person icon is for linking employees/contractors to that deal. You can create employees in the employee module then they will generate here to link to your sales. See below
This is the edit deal and delete deal button
Notes email and phone icons- Notes will pop up a note field and whatever is entered in there will save to the notes field inside of the deal. The email button will take you to the page where you can email the deal information to the customer of any email of your choice. The phone will call the deal if you have any click to dial program enabled on your browser. ( recommend skype)
The view Deal button will take you to the “view” page for that deal. Here you can create invoices/ and much more for your sale. See below
is what it looks like when you create an invoice inside of a deal
Here is what it looks like to create/edit an invoice
You can send the invoice to yourself, your customer, assistant or partner.
In these 2 fields you enter in your business name and business address and the invoice will be your invoice.
Here is what the email looks like Once emailed you can print or save as PDF from your inbox.
We also have a Collection module built to help you collect with past due or customers.
Here is what the edit/create collection looks like
Just like invoice what you put in these 2 fields will show as your businesses information so you can use this as your collection notice.
Here is what the email looks like for the collection notice created in the collection module on deals
The other modules also send out emails
Accounting, processing, and task.