How to manage closed deals
In the SendPulse CRM, you can view and filter completed deal data and reopen deals.
For example, you can view the total number of completed deals or filter them by clients and other parameters to analyze your performance.
Close your deal
To close your deal, click Close deal and select Deal won or Deal lost.
View completed deals
Select the pipeline where you want to view completed deals, and click Closed deals.
In the list, you will see completed deals with their stage, amount, assigned team member, and other attributes.
In the upper left corner, you can select the stage where you want to view deals (Successful, Unsuccessful, or All). You can also use a filter to select deals based on certain parameters.
In the upper right corner, you can see the total number of completed deals and their amount.
To view more information about a deal, click it in the list.
Reopen your deal
To reopen a deal, select it in the list, and click Reopen.
Last Updated: 02.10.2024
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