SALES MANAGEMENT TOOLS: Deal Manager
Introducing Deal Manager
Deal Manager for Office Users
Deal Manager Install Tab Exports and Views
- Item Pricing, Price Analysis, Working Hours and Install Analysis Views
- Cost Analysis Export 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
Deal Manager Frequently Asked Questions
- How Do I Activate Deal Manager for my organization?
- Why is the Proposal Status on Some Quotes "Obsolete"?
- Why does the Proposal Status display WIP/Closed ?
- 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?