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 opportunities.
Deal Records can be created on Mobile by the Universal (+) button. By default, users can only see the records they have added. Team Owners can use Groups to share records with other team members on the Web App. 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:
- Tap "Records" from the Navigation Menu
- Tap "Deals"
- Select the Record you want to view
This section explains how to use:
Click Here to read about Deals on Web.