Delta Data Services LLC

The power of the Deal (otherwise known as Potential or Opportunity) module is in the Stage field. This field is presented as a bar across the top of a Deal profile and you can change the stage of the deal by easily clicking the rectangular buttons on the stage your Deal is in. Here is a screenshot o...


The Deal is also called Opportunity or Potential depending on your organization. I usually place the Deal module or tab in between the Leads module and and the Contact and Account modules. This is because, I look at a Deal as an in-between stage between the Lead and the...

Tags