Working with deals
What are deals for?
If you run sales in your company and you need to monitor its stages and results, then you can use ou...
Searching for deals by the invoice number
If you want to quickly find a particular invoice and you’re using InvoiceOcean.com, then you can use...
Shortened deal's description in client's profile
You can use Sugester’s deals in many ways - for example, to register and monitor sales opportunities...
Currency in deals
In Sugester you can add currencies to your deals. This feature helps you controlling your income and...
Deals numbering
Like in tasks and emails, also in deals you can enable numbering. It makes it easier to keep the ord...
Calendar view in deals
Deals, like tasks, can be displayed in the calendar view. To use this feature, select CRM > Deals an...
Displaying deals in the calendar
If your business field is eg. catering, booking or events, you surely realize, how important good pl...
Update deals name from invoice position
If you’d like your deals to have the same name as invoice’s first position, select Settings > CRM se...
Custom fields in deals
You can add your custom fields to deals. It allows to store data not included in default form. To ad...
Adding tasks to deals
Sugester enables adding tasks to deals. It comes quite handy eg. when you take an order from a clien...
Pipeline and sales forecast
If your business is based on selling products or services, one of the most necessary tools is an ade...
Dictionary for deals
If you want to define types of deals used by the system, use the dictionary for deals. Thanks to t...
Deals column view
Deals column view serves as a visualisation for all the tasks that you have undertaken in order to r...
Buyer different than receiver
Sometimes, when you issue an invoice, product’s Buyer is different than the Receiver. While adding/e...