![]() When somebody contacts our company about our services, we need to assign this inquiry for someone to handle. Where might a workflow come in? Handling an incoming customer inquiry would be a good example. We already know that a deal represents a dollar opportunity. So how can workflows and deals work together? They don’t need to, they might represent entirely different aspects of our business, but they can. All of these work together to provide you with a sales report and a sales forecast. You closed the order.ĭeals have unique elements including … a dollar value, an expected close date, and a predicted percentage chance of closing. The deal went through but to another company. You can create multiple pipelines, but a deal can only reside in one pipeline at any time.Ī deal will leave a pipeline in one of three ways … These records, while still associated with a contact record, are graphically displayed in a pipeline which is structured to represent your specific sales process. Nimble offers a variety of workflow templates, for all different aspects of your business, that can be modified, or you can build your own from scratch.ĭeals are a part of a contact record and deals are also their own unique records. You can have multiple different workflows and a contact can appear in more than one at the same time. Workflows are populated with contact records (people or companies). ![]() It can and should be replicated, consistently, providing that it is a good process. The steps that you would normally take in order to complete a specific task. While I won’t go into every feature of each in this article, let’s take a quick look.īoth represent a graphical representation of a process. However, they also differ in a number of ways. In some cases, they are directly related. Two of the most beneficial features of Nimble CRM are workflows and deals. ![]()
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