You can associate Deals with other Records, add them to Groups and use Circle and Heat Mapping to visualize which areas are bringing in the largest Deals.
Deal Record details include the list of fields below. Keep in mind that you can add Custom Fields to better meet the needs of your business.
- Deal name
- Associated Company
- Associated Person
- Closing Date
To add a Deal in Map My Customers:
- Click the Universal Add "+" button in the top right of the menu
- Select "Add Deal"
- Fill out the desired fields
- Click "Create Deal" to finish creating the record