Close a deal
How do I close a deal and what happens when I do close a deal?
Monique Le Roux
Last Update vor einem Monat
To close a deal, find the respective Prospect or Client and open the deal card.
Click on CLOSE DEAL.
You will then be presented with the screen below.
You will need to ensure that all details are correct and filled in before clicking SUBMIT.
TIP: The account number will be auto-filled if one was entered when the client was converted or created.
You may edit any details of the current items that form part of the deal, and reflect the final & actual value of the Deal at this point.
A deal must have an Invoice ID, an Account Number and line items for the deal to close.
While the deal is closing, you’ll see this popup in the top right of your screen:
Once the deal is closed, you may only view details and not edit them.
A closed deal card will look like this:
Click on the arrow on the right to view deal details.
Deal details:
Here you can see the opportunity & actual values for each item as well as the deal as a whole.
