In Map My Customers, Deals are how you store Deal information about your prospects. Deals can be used to create Deal Funnels and visualize which areas are bringing in the largest Deals.
Deal Records can be created by either importing or manually adding Deals into Map My Customers. By default, users can only see the records they have added. Team Owners can use Groups to share records with other team members. You can also view Deals in either a List View or Map View.
Groups can also be used to create segments for your Deals. For example, you can group Deals by their stage, pipeline, or size.
To Access Deals Records:
- Select "Records" from the Navigation Bar
- Select "Funnels/Deals" from the dropdown menu
- Select the Record you want to view
This section explains how to use:
Click Here to read about Deals on Mobile.