Sales - Deal Training

Key Steps:

1. Access the sales module in Trak and locate the deals section.
2. Choose between viewing deals in pipeline view or deal list view.
3. Click on the "Create New Deal" button to initiate a new deal.
4. Determine if the deal is for an existing account or a new business deal.
5. Enter deal details such as description, notes, salesperson, and service person.
6. Input dollar amounts and seasons for the deal, including any trade details.
7. Identify packages or products desired by the client for the deal.
8. Use the product picker to select packages or individual products for the deal.
9. Monitor budget allocation across seasons and adjust dollar amounts as needed.
10. Check deal health to ensure compliance with rate cards and deal rules.
11. Review financial breakdown on the financials tab for asset utilization and reporting.
12. Save the deal and proceed to the closed one workflow for finalization.
13. Lock the deal once confirmed by the client to start the activation process.

Cautionary Notes:

• Ensure accurate input of deal details to avoid discrepancies in financial calculations.
• Double-check product availability and budget allocation to prevent overspending.
• Address any warnings or errors promptly to maintain deal compliance.

Tips for Efficiency:

• Use the search function to quickly find specific products or packages.
• Regularly update deal details and financial breakdown for accurate reporting.
• Collaborate with the finance team for advanced reporting on asset utilization.
• Follow the step-by-step process to streamline deal creation and management.