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 our deals feature. Below we describe two ways of us...
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 the Invoice number field in the deals browser. Ju...
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 in your company or to save your services sales hi...
Currency in deals
In Sugester you can add currencies to your deals. This feature helps you controlling your income and you can see the currency of a particular deal. Yo...
Deals numbering
Like in tasks and emails, also in deals you can enable numbering. It makes it easier to keep the order and monitor, how many deals you’re creating. De...
Calendar view in deals
Deals, like tasks, can be displayed in the calendar view. To use this feature, select CRM > Deals and in the right top panel click on the calendar. ...
Displaying deals in the calendar
If your business field is eg. catering, booking or events, you surely realize, how important good planning is. But negotiations not always end up with...
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 settings > Deals. Mark the Update deal’s name with i...
Custom fields in deals
You can add your custom fields to deals. It allows to store data not included in default form. To add your own field, select CRM > Deals. The system w...
Adding tasks to deals
Sugester enables adding tasks to deals. It comes quite handy eg. when you take an order from a client and now need someone to complete it. This way th...