Shortened deal's describtion in client's profile

Created: 2019-05-23
Last updated: 2019-05-23

Post view count: 19

You can use Sugester's deals in many ways - for example, to register and monitor sales opportunities in your company or to save your services sales history.
Sales history can be created by adding deals manually or automatically, if you have an integration with invoiceocean.com.

Escpecially when you use deals to save your clients payments, it's crucial to have all important data in sight. That's why in Sugester you can add a describtion to each deal and decide, whether you want it to be displayed in client's profile, next to the deal's name. With this feature, every time you check the deal's list in the client's profile, you will see all details regarding chosen payment, like a discount you want to give to a client or that invoice's data changes next month.

You can manage deals describtion in the Deals' settings. Just select Settings > CRM settings > Deals and mark the Show shortened deal describtion in client's profile checkbox.



From now on you will see all important deal's details in client's profile.
Remember that you set this feature for the whole account.


 


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