Great for companies that need a deal process for sales in areas other than recruiting e.g  pitching for service agreements, RPO projects - anything that involves a deal process.

This deal process is designed to help sales teams manage intricate or lengthy sales processes and help sales focus on actions that close deals.

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  1. How to enable Deals

  2. Setting up the Deal Pipeline

  3. How to add Deals

How to enable Deals:

  1. Go to Settings > Marketplace > Vincere Deals

2. Enable Deals and select the users who can access the Deal Pipeline.

Setting up the Deal Pipeline

  1. Set up and configure pipelines and stages to match your deal processes. To do this, head to Settings > Field Configuration

2. Add a new pipeline and configure the stages.

3. Add custom deal fields & configure the deal summary page - see what you want to see.

How to add Deals

  1. Head to Quick Add and look for Deal. Fill out the information and Save!

To access your Deals, go to the sidebar menu and look for Deals

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