A deal is formed when two parties agree on products, services, or any other commodity. Deals are the core transactions, ranging from simple to complex setups, and may include numerous contracts. Deals are crucial in developing business relationships and exploring market opportunities.
EngageBay has a calendar function that helps you organize your work to prevent missed deadlines and overlooked tasks. With EngageBay's calendar, you can:
Revenue Generation: Deals are the main source of revenue for an organization. They have an immediate effect on its development and profitability.
Customer Relationships: They help strengthen and build connections with clients, resulting in repeated business transactions.
Market Expansion: With the success of more deals, businesses can expand and explore new markets with different demographic criteria. This enables a boost in brand awareness and shares.
Before creating deals in EngageBay, you should define the deal track in detail. Create multiple milestones based on the nature of the deal and the stages involved in your sales cycle.
To create a deal:
i. Click on your Account Avatar in the upper right corner.
ii. Go to Account Settings.
iii. Go to Account Settings.
iv. Click on Create Tracks and customize it to your needs.
v. Click on Save to see the new deal track.
EngageBay makes managing, tracking, and closing deals easier while enhancing sales activities. Try this free CRM software today!
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