Deals

In Openbix, Deals represent key revenue-generating interactions between a customer and a company. Essentially, they are ongoing agreements between a business and an interested customer that have not yet been finalized.

Key Components of a Deal:

• Deal Agents – The team members responsible for managing the deal.

• Deal Value – The monetary worth of the deal.

• Deal Stages – Indicates the status of the deal (e.g., won, lost, or in progress).

• Deal Pipelines – Tracks the deal’s journey from initiation to closure, with each pipeline containing different deal stages.

• Products – The goods or services involved in the deal.