Create the first Business deal

To file your deals, use the Business deals section in the RAYNET Cloud CRM. Create a business deal every time you start discussing any new business opportunity with your client. You can express what stage of a deal you are currently at thanks to the business deal stages options.

A statistics of all business opportunity stages is created by keeping the Business deal records. Thanks to this, you will get information about the potential distribution volume in relation to the production planning, financial sources estimation and business strategy optimization.

To create a Business deal, find the Account for which you want to create a business deal.

Click the Add record - Business deal option.

 

Then just fill in the form to create a Business deal.

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