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  1. Intelligent Mobile Support
  2. SALES MANAGEMENT TOOLS: Deal Manager

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?
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