Many Agents Easily Forget Some Deals Exist!

Most people lose track of critical deals because they have no way to keep track of them.

With the Deal Manager Dashboard you know everything about every deal all of the time.
With it you can stay on top of deals in progress so you can also attend to generating more deals.
Then this tool gives you the ability to ensure that more deals are successfully completed.

We invite you to explore how you can create your deal management system.

The result is you never fail to get from where you are to where you want to be in the future!


Deal Manager Dashboard

Move deals through the continuum from initial contact to completion.  


The Deal Manager Dashboard gives selling agents a way to know the status of every deal they are working on at anytime regardless of their size or importance. Once an initial call has been made on the Targeted Suspect List clients are placed into the Deal Manager Dashboard  based on their response to an agent offer of a meeting. Those that say Yes or Maybe to a Meeting are moved onto the Dashboard and from there they go through a continuum of steps to completion of a deal. Depending on the industry and discipline within that industry clients go through the deal continuum from prospective, to potential, to possible, to probable, to predictable and finally to actual once a deal has been completed.  Agents know everything about each deal each step of the way. At all times agents have immediate access to essential client, asset, buyer and all people who influence the deal process. Agents can define how much information they want to work with but information access never slows momentum.

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