You can look at deals related to a particular contact/account in UPilot as this will help you gain an understanding of the contact’s history, interactions, and progress.
To look at deals related to a particular contact:
- Select the contact with whom you want to check the deals.
- Click on the “Deals” option located on the top right side.
- You will now see all the deals where this contact is the primary contact or a stakeholder.
To look at the deals going on with a specific account:
- Select the company with whom you want to check the deals.
- Click on the “Deals” option located on the top right side.
- You will now see all the deals going with the account – regardless of who within the company is the primary contact on the deal.
You can also check the status of deals (won, pending, or lost) and view their closed date or estimated closing date. Pro Tip:
This article is a part of the ‘deals’ series. Articles in this series include:
