How to Manage your Deal Next Steps

How to Manage your Deal Next Steps

Managing your Deal Next Steps is essential for effectively planning and tracking the future actions required for each deal. This feature allows you to specify the upcoming tasks or actions directly within your deal summary, ensuring that you and your team stay on top of what needs to happen next. 

In this guide, you will learn how to use the Next Steps selector to manage and organise the follow-up actions for your deals, helping you keep your sales process moving forward smoothly.

Getting Started with Managing your Deal Next Steps:

To get started, navigate to “Settings,” and select “Pipeline Settings”, and “Deal Next Steps”.

To add a new step, click the “Add New Step” button in the top right corner. A pop-up window will appear, allowing you to enter the details of your step.

This will add the new step to the bottom of your list. 

To manage your steps, you can edit or delete them as needed.

• Selecting the edit tool will provide a pop up to customise the step.
• Selecting the delete tool will remove this specific reason from your step.

Below is a quick overview of how this detail can be managed directly on your deal cards.