Deal Flow
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      3. Deal Flow

      What all can I do within the Deal Flow tab?

      Follow this guide to learn what you can do inside the Deal Flow tab in SalesAi.

      There are multiple buttons and drop downs within the Deal Flow tab in SalesAi. Here is a guide to show you what they all mean. 

      • This button allows the user to view their Deal Flow in stages. 
        Deal Flow Full Screen-1
      • This button allows the user to view their Deal Flow in a list. 

      Deal Flow List

      • This Dropdown allows users to see only the deals associated with a specific assignee. 

      Assignee

      • This Dropdown allows users to select between multiple Deal Flows 

      Select Deal Flow

      • Here you can Edit a Deal Flow or Create a New Deal Flow

      Note: Deal Flows cannot be deleted, only edited. 

      Settings Button   Settings Button 2

      • This button allows you to manually Create a New Deal. 

      Note: Deals cannot be deleted, only edited. 

      Create a Deal

      • This Dropdown allows you to select the Date range a deal was added to the current stage. 

      Date Time added to stage

      • The top of each column is the Deal Stage Name. 

      Deal Stage

      • These are the Deals created in this Deal Flow. They can be moved by clicking and dragging to where it needs to go.

      Deal