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Deals
Articles on deals in Naffes CRM: creating them, moving them through pipeline stages, and tracking them to close, step by step.
6 pages · Last updated
- Configure stuck-deal thresholds, speed-to-lead alerts and loss reasonsSet the watch, stuck and frozen multiples, the speed-to-lead owner alert and manager escalation, and the loss-reason list and rules in Naffes.
- Manage deals on the Kanban board in Naffes CRMShow one pipeline's deals as a Kanban board in Naffes, drag them between stages, and narrow the board with owner scope, quick filters and the metrics rail.
- Map the buying committee on a deal in Naffes CRMTag each person's role in the buying decision in Naffes (champion, decision maker, economic buyer and more) and spot missing key roles early.
- Mark a deal as won or lost in Naffes CRMClose a deal as won or lost in Naffes: the two win conditions, picking a loss reason, and the after-win card that tracks invoice, renewal and delivery.
- Create a quote and get it accepted onlineCreate a quote from a deal in Naffes, set lines, discount and tax, send a link the customer accepts or declines, and see what follows acceptance.
- Set up a sales pipeline and its stages in Naffes CRMCreate a pipeline in Naffes, add stages with Arabic and English names, win probability and usual days, then order them and choose who sees it.