A deal in CRM software refers to a potential or actual sale or project. It is called a "deal" because it represents a business transaction or agreement that is being negotiated or has been completed. In Payaca's software, a "deal" is a central location where all information related to a specific project or sale is stored.
Within a deal you can store:
It allows for easy management and tracking of the progress of the deal. A customer can have multiple deals in the system, which can be accessed and viewed on the customer's dedicated page.
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