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Working with deals

Deals are the important thing to increase the business revenue.Bearbook CRM provides the deals feature to manage the deals and track the status of the deals to enhance the accuracy in business.

Bearbook CRM provides five different stages of deals and a user can track their deals by these 6 stages,

  1. Prospecting
  2. Qualification
  3. Discussion
  4. Proposal
  5. Review
  6. Closed Won / Closed Lost

A deal can be closed by passing from the above five stages.A user can customize these stages as per their business needs and also a user can import bulk data about deals from CSV.

Deals Bearbook CRM
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