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Deals

Under CRM > Deals you record agreements with clients, such as the number of placements and the value.

Under CRM > Deals you record agreements with clients. This is especially useful for recruitment agencies. If you don't use it, you can turn it off in the company settings.

Example: you're recruiting five corporate recruiters for a client at € 10,000 per placement. The deal is then worth € 50,000.

The deal overview with the details of a deal on the right: client, contact person, notes, tasks and documents.

The deal overview with the details of a deal on the right: client, contact person, notes, tasks and documents.

For each deal you record the client, the contact person, the agreements and any documents. Deals also have phases. Click the kanban icon at the top right to see the overview per phase.

The kanban view of deals: each column shows the deals in that phase.

The kanban view of deals: each column shows the deals in that phase.

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