In CreamSoda, a Deal is like a potential sale or business opportunity that you track in your sales system. Think of it as a project where you’re working toward selling a product or service to a customer. Deals are set up to help you monitor and ...
How to Add a Deal in CreamSoda Adding a new Deal in CreamSoda is straightforward, and there are multiple ways to get it done, depending on where you are in the CRM. Here’s how: Different Ways to Add a Deal You can start a new Deal from several ar ...
Deleting a Deal in CreamSoda removes it permanently, meaning it won’t appear in your pipeline or sales history. Only users with Administrator privileges can delete Deals, ensuring that sensitive data and records are removed only when absolutely ...
CreamSoda offers a robust system for managing resources such as Persons, Companies, and Deals. A key feature of this system is the ability to assign ownership and control visibility of these resources. This article provides a brief overview of these featu ...