CRM Glossary
What is Deal?
A potential sale being tracked through your pipeline. Deals (also called opportunities) have a value, an expected close date, and move through stages from qualification to closed-won or closed-lost.
Related terms
- Dashboard
- A visual overview of key metrics and KPIs displayed in charts, graphs, and summary cards. Dashboards give managers real-time insight into pipeline health, team performance, and...
- Drip Campaign
- An automated sequence of emails sent to contacts over time based on triggers or a fixed schedule. Drip campaigns nurture leads by delivering relevant content at each stage of...
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