SALES MANAGEMENT TOOLS: Deal Manager and Identify Best Practices

Introducing Deal Manager

• Introducing Deal Manager
• Deal Manager Explained - 3 Use Cases
• How do I activate Deal Manager for my organization?

Deal Manager Frequently Asked Questions

• What happens if there's remote acceptance and the user (Comfort Advisor or office staff) makes a change?
• When are changes made by a Deal Manager Office User sent to Service Titan?
• Why is the Proposal Status on Some Quotes "Obsolete"?
• Live Training Sessions for Deal Manager
• How Do I Activate Deal Manager for my organization?
• Why does the Proposal Status display WIP/Closed ?

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Deal Manager for Office Users

• New Search Capabilities: Search Tab
• Deal Manager: Remote Deal Acceptance
• Manage Deal Tabs - Forms, Timeline, Documents and Install
• Job Cost Breakdown Returns to the New Search Tool
• How do I change the Headers in the Search Results view?

Deal Manager for App Users

• SEARCH Capabilities
• What's New for App Users? - Signature Tab
• Remote Customer Acceptance and the Status Section
• Manage the Deal Button - Add Deal Notes, View Proposals, Change Proposal Status
• Proposal Status: Accepted and Obsolete explained

Cost Analysis Report

• Cost Analysis Part 1
• Cost Analysis Part 2
• Cost Analysis Group 1 - Install Material Headers
• Cost Analysis Group 2 - List Price Calculations
• Cost Analysis Group 3 - Pricing Adjustments, Discounts and Finance Fees
• Cost Analysis Group 4 - Net Change and Gross Margin

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MANAGERS IDENTIFY BEST PRACTICES

• Sales Management Tools Pt 1 - Identify Best Practices (video)
• Sales Management Tools Pt. 2 - Back Office Report Exports (video)
• Valid, Win and Sold Defined
• How Do I Generate a Lead Source Report?
• How Do I Export Sales Builder Pro Customer List?
• How Do I Create a Sales Report?

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