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Work with Financial Deals
With Financial Deal Management data model, deal teams can take detailed meeting notes, specify the confidentiality level of a deal, its status, the probability of it closing successfully, and more. To maintain compliance, deal teams can also share notes that contain confidential information only with relevant stakeholders.
- Create a Financial Deal Record
Capture the terms of a financial deal in a financial deal record. Deal teams can specify details such as a deal’s confidentiality level, status, stage, expected close date, and close probability. They can also capture notes and next steps by creating interaction summaries linked with interactions. - View Details About Financial Deal Parties
Quickly identify the accounts or contacts that are involved parties in a financial deal, the parties’ roles, and more. See which contacts from the account are involved, which users they’ve interacted with, and interaction details. - Share a Financial Deal
You can share a financial deal record from the Financial Deal Participants related list or by using the Manage Participants component. - Path Settings for Financial Deals
Enable Path for the Financial Deal object to improve deal teams’ success. You can define steps that are important for a financial deal execution and include customized guidance for every step of a path. - Create Action Plans for Financial Deal Objects
Use action plans to capture repeatable tasks in templates and then automate the task sequences. With action plans, you can also enhance collaboration and productivity by automatically assigning task owners and deadlines for specific financial deal engagements.
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