Deal

In Frappe CRM, a Deal is basically an opportunity to make a sale or business transaction. Once a lead shows enough interest in your product or service and is ready to move forward, you convert that lead into a deal. The deal helps you track the progress of the sales process and ensures you stay on top of all the necessary steps to close the sale.

LEADS TO DEALS

Once a lead shows real potential, you can convert it into a deal. This process:

• Transfers all the communication history from the lead to the deal, so your team doesn’t lose any important details and can continue seamlessly.
• Automatically creates a contact and organization record linked to the deal, keeping everything connected in one place.
• Let’s you add more contacts to the deal, while also setting a main contact person, making it easier to manage communication with the right people.

What You Can Do with Deal in Frappe CRM:

1. Easy Communication: You can contact your customers via email or phone directly from the Deal page, making it simple to stay in touch.
2. Call Tracking & Recording: Keep a record of all your calls and access recordings whenever you need to review what was discussed.
3. Detailed Notes: Write down important details from your conversations and interactions with customers, so you never miss a key point.
4. Task Management: Create tasks related to the deal, assign them to yourself or teammates, and ensure everything is completed on time.
5. Team Collaboration: Mention team members in comments to keep everyone in the loop, ensuring smooth teamwork and quick action.

The Deal page is your one-stop shop for nurturing leads and closing deals. It provides all the tools you need to streamline your sales process and maximize success.