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The all-in-one tool for Social Media Marketing to reach wider audience
Stay in touch with your prospects & customers using email campagins
contacts, leads and customers management tool
potential user tracking on website tool
Schedule, track, and analyze social media campaigns with ease.
Automate and optimize email campaigns for higher engagement.
Execute and track outbound marketing efforts for better outreach
Drive inbound leads and nurture them through targeted strategies.
Manage marketing projects efficiently from start to finish.
Plan and schedule content seamlessly with an intuitive calendar.
Comprehensive training for enhanced productivity.
Insights and updates for modern professionals.
Curated courses to boost your skills.
In-depth articles for self-service support.
Step-by-step guide to maximize efficiency.
Interactive sessions for hands-on learning.
Regular updates and tips in your inbox.
Log in to your profile
Open the dashboard page
Click on the CRM option
Click on My Deals option
Click on the "Add Deal" option.
The "Deal Creation Page" will open.
In the "Deal Contact" field, enter and select the customer.
In the "Collaborators" field, add the relevant team members.
Enter the "Deal Value" in the corresponding field.
Specify the "Probability Percentage" for closing the deal.
Set the "Estimated Closing Date" for the deal.
Provide a suitable "Title" for the deal in the "Deal Title" field.
Select the appropriate "Pipeline Stage" from the dropdown menu.
In the "Interest In" field, specify the "Product Name" relevant to the deal.
Assign an "Owner" to the deal in the "Deal Owner" field.
Click on the "Create Deal" button.
The "Deal" will be successfully created.
