Tracking Deals in Crezva
Manage your sales pipeline effectively.
Deal Pipeline Management
Track deals from lead to close with Crezva's Deal Pipeline feature. Here’s how:
- Navigate to the 'Deals' section.
- Click on 'Add Deal'.
- Fill in the deal details:
- Amount
- Stage (open, negotiating, closed_won, closed_lost)
- Close Date
- Click 'Save' to track the deal.
Monitor the status of your deals and update them as necessary.