About intelligence around Deal level confidentiality
InsightsCRM has the functionality of Deal confidentiality. The users who are not part of the Deal will not be able to view the Deal and its details. The same will be the case with the Service History of the client's Service History, as any interaction against a Locked Deal will not be visible to the user who is not part of the Deal Team.
- The logged-in user will see the
Deal Locked icon if the individual is not the part of the deal.
- If any interaction is done with the client against a Deal of which the logged-in user is not part, of then he will not be able to see that interaction in the Service History of the client; instead, the user will see the
Related Articles
Add a New Deal
Navigate to the Deals module. To add a new Deal, click on the Add Deal button located in the right top corner. Select the Deal Type, category, sub-category, and Deal status from the Deal Stage dropdown. Fill in all the details which are required. ...Add Interest in Deal
Navigate to the Deals module. Click on the Deal Name wherein Interest needs to be added. Write the Interest Name in the space under the Interests tab and click the Enter button. The Interest will be added under the ‘Interests’ tab. Note: Any Keyword ...Remove Interest from a Deal
Navigate to the Deals module. Click on the Deal Name from where the Interest(s) needs to be removed. Hover on the Interest and keep the mouse intact for 2 seconds, a cross icon will appear, click on the same to remove the Interest. The Interest will ...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 ...Create Deal Pipelines in InsightsCRM
Deal pipelines are the transaction workflow for a deal. Different deals can have different pipelines. Users can create a new pipeline from scratch or can also select a pre-existing pipeline. Users also have an option to modify a pipeline according to ...