Navigating through the Deal profile page
On the Deal’s profile page, you can view and manage Deal Details, Interactions, My Tasks, and Notes related to the Deal.
- Details about the Deal: - Once the Deal profile is opened, the logged-in user can view complete details of the deal, such as Basic Details, Financial Details, and additional details. Also, the user will have the option to see the interactions he has done for the Deal, Service History, Tasks logged, and Notes against the Deal under this section.
- Interests and Upcoming Tasks: - InsightsCRM allows users the ease of engagement and follow-up on a transaction. Any Task logged against the Deal can be managed and executed seamlessly. The Interests section allows you to view and manage the interests related to the Deal.
- Manage Deal-related tasks: - All the interactions (like Emails, Meetings, and Calls) done by you against the Deal will be visible under the My Interactions tab.
- Deal Team and Filing Cabinet: - This section allows easy access to Deal Team- Clients, Deal Bankers, and Prospects.
The confidential files related to Deal are stored and can be managed in the Deal Filing Cabinet section.
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