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DEALS

ID for users, companies, and deals

Learn more about IDs and their role in User.com

Dawid Tyburek

Written by Dawid Tyburek

How to manage your CRM Deals

Once you have added new deals, you can start managing them in CRM.

Maciej Rzadkowski

Written by Maciej Rzadkowski

Deals import via CSV file

Learn how to add Deals into your database via CSV file

Benjamin Thomas

Written by Benjamin Thomas

What is a CRM deal

Deals help you track sales opportunities and manage your pipeline efficiently.

Alina Shafikova

Written by Alina Shafikova

Module guide: Change deal state Action

Learn how to automatically move the customer forward through the sales funnel

Aneta Koreba

Written by Aneta Koreba

How to filter CRM Deals and Activities

Keep everything organised and clear, especially your key deals and tasks.

Alex Nowak

Written by Alex Nowak

Module guide: Deal Trigger

Start your automation when a deal changes its status

Aneta Koreba

Written by Aneta Koreba

Module guide: Deal stage change

Trigger your action when a deal is moved to another stage

Aneta Koreba

Written by Aneta Koreba

Module guide: Create a deal Action

This is a very simple module that is the true dream of every sales representative

Aneta Koreba

Written by Aneta Koreba

Creating Deals and Taks for Sales Agents automatically

Automating post-subscription Follow-Ups: Enhancing sales engagement with seamless Task and Deal creation

Sabina Sęk

Written by Sabina Sęk

How to create a CRM deal

Learn how to create deals manually or automatically to keep your sales pipeline organized and responsive.

Alina Shafikova

Written by Alina Shafikova

How to use deals as orders

Check a new possibility of tracking the orders.

Alina Shafikova

Written by Alina Shafikova