SALES MANAGEMENT TOOLS: Deal Manager

Introducing Deal Manager

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

Deal Manager for Office Users

• Search for a Deal and Open Deal Manager
• How do I change the Headers in the Search Results view?
• Remote Deal Acceptance
• How do I add the Customer Email to Deal Manager Search Results?
• Manage Deal Tabs - Forms, Timeline, Documents and Install

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

See all 11 articles

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?