New deal

demowho and where

Not a feature. Sign-in decides both of these; until then, this does.

Demo map
CRM

New deal

An opportunity, its value, and the next thing that has to happen

The deal

Every open deal carries a next step with a date, or it goes on the stalled list. That one rule is the difference between a CRM people use and a database people fill in.

What you expect to bill if it closes, as entered.

Goes on the record as your first note.

With no next step and date, this deal opens on the stalled list. That is allowed, and it is visible to your head.

Cancel

Owned by Vinod until somebody reassigns it.