SALES MANAGEMENT TOOLS: Deal Manager and Identify Best Practices
Introducing Deal Manager
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 ?
Deal Manager for Office Users
- How do I add the Customer Email to Deal Manager Search Results?
- 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
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
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?