A deal is where we store everything related to an arrangement to work with a customer. Right now that's Proposals (Quotes/Estimates) and Invoices, but we'll be adding a lot more soon, for example:

  • Scheduled appointments or job bookings

  • Custom forms specific to your industry

  • Communications with the customer

  • Internal notes

  • Reminders and tasks.

Ensuring everything is available in a single place will help you keep everything organised and accessible, it'll save you a lot of time make your life simpler.

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