General CRM
Deal (CRM Object)
A CRM record representing a potential revenue-generating opportunity.
Complete Definition
Deals (also called Opportunities) track potential sales from initial contact through close. They include deal value, expected close date, stage, probability, products/services, and associated contacts and companies. Deal tracking enables pipeline management, accurate forecasting, and performance analysis. Deal progression through stages triggers automated workflows and notifications.
Key Points
- 1Tracks sales opportunities
- 2Includes value and timeline
- 3Enables pipeline visibility
- 4Supports forecasting
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