Скачать или смотреть How to Create a Deal in Salesflare [2026 Full Guide]

How to Create a Deal in Salesflare

In this video, we show you exactly how to Create a Deal in Salesflare to ensure every sales opportunity is captured and tracked within your CRM. We examine the core concepts of opportunity management and the implementation of deal records to maintain a clear and organized sales pipeline.

Mastering this specific tool improves workflow, organization, and project quality by centralizing information related to potential revenue and client interactions. We utilize the dashboard and navigate the account settings to define the essential parameters of a new sales opportunity, such as account association and estimated value. Efficiently creating deal records is vital for professional sales teams, as it provides the foundation for accurate forecasting and ensures that no potential lead is overlooked during the busy sales cycle.

Technical Specs: Software: Salesflare; Feature: Dashboard.

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