Deal Management in Vryno CRM
Link for Reference: https://docs.vryno.com/docs/vryno_user_manual/guide_for_starters/deal_management_in_vryno
What is Deal Management?
Deal management is the process of organizing, tracking, maintaining, prioritizing, and analyzing your deals no matter where they are in the sales pipeline. The purpose of deal management is to efficiently move deals through the sales process and increase conversions.
Important Fields in Deals
Deal Name: Name of the Deal
Owner: Salesperson associated with the Deal
Contact: Name of Customer’s Point of Contact associated with the Deal
Organization: Name of the Organization associated with the Deal
Deal Pipeline: Sales Pipeline associated with the Deal
Deal Stage: Sales Stage where the Deal is currently at right now
Expected Closing Date: Date the Sales Person expects to close the Deal
Steps to Create Deals in Vryno CRM
There are three ways to create a Deal.
- From the Deals module
- Using Quick Create
- By importing
How to Create Deals from Deals Module
Step 1: Log in to your CRM account
Step 2: Click on Deals on the Top Menu Bar
Step 3: Click on “+ Deal”
Step 4: Fill the required details & click on Save to save the record or Save & New to continue creating more Deals
How to Create Deals from Quick Create
Quick Create is a handy option for creating records from anywhere in the CRM. You can identify Quick Create by the + icon on the top bar of your CRM screen.
Follow these steps to create a contact using Quick Create:
Step 1: Log in to your CRM account
Step 2: Click the + icon and choose Deals.
Step 3: Fill the details and click on Save
Through Bulk Import
You can import multiple Deals at once using the Bulk Import Feature of Vryno CRM.
To learn more, click here
Deals Module Views
You can view a Deal module in two ways:
- Grid View
- List View
- Kanban View