Search for a Deal and Open Deal Manager

Sales Management Tools: Select Search Tab Search for a Deal by: Customer Name and Time Frame
Use the Advanced Search feature to narrow the results: Exact match Deal Status Date Range Sales Rep

Export Search Results

Tap on the desired deal to open the Deal Manager

Best Practice Tip: Build a Weekly To-Do List Use the Advanced Search and select Deal Status Pending: 2 days: "Hot" 7 Days: "Warm" 30 Days: "Cold" probably should be marked Declined (lost) or Obsolete if requoted.

Deal Manager Explained

Remote Acceptance