Teal CRM Version: v1.0
The Deals Overview page allows you to review and manage any details regarding a Deal record that you have inside of Teal. You also have the ability to look up information from other modules regarding the same deal record and adding or viewing information for that module from there.
Accessing a Deals Record
To view a Deal record, click on the Deals menu link within the navigation bar.
From there you will see a list of all the existing deal records you have inside of Teal.
Click on a Deals record that's listed in blue. You will then be brought into the Deals Overview page which will have their related information listed on the left side of the page, the opportunity-related modules, and the Activity Feed related to that deal record.
Deals Overview Pane
In the left-hand side of the Deals Overview page, you can quickly view the related information associated to that opportunity record such as the value of the deal, expected close date, probability rate of closing in on that deal, the next step, who the deal is assigned to within Teal, and who created that opportunity record.
Sales Progress
In the middle of the Deals Opportunity page will display the current Sales Progress bar. There are several stages until a deal is finalized (these stages can vary depending on your business needs): Prospecting, Qualification, Needs Analysis, Value Proposition, Id. Decision Makers, Perception Analysis, Proposal/Price Quote, Negotiation/Review, Closed Won, or Closed Lost.
Activity Feed
In the right-hand side of the page, you have an Activity Feed where you can quickly post updates regarding what changes or additions have been done to that deal/opportunity record.
