The bigger deals, like a fleet tire contract or a service agreement, take several visits. Between visits, where a deal stood usually lived in a text thread or in your head. Now Voze Pro keeps each deal on its company, next to the notes from every visit.
Why we built it
Reps kept track of big deals outside Voze, so by the third visit they were rebuilding where it stood from memory.
What's different now
Open a company and tap its Deals tab to see every deal there. Each deal has a stage, from Discovery through Closed Won or Closed Lost. Add a value, a close date, and a confidence level if you want. Link your visit notes to the deal, and they show up on its Notes tab, so the whole story is there when you pull in.
To see all your deals at once, tap Find, then Deals, and filter by stage or close date.
How to use it
- Tap the plus button, then tap Deal. Or open a company, tap its Deals tab, and tap New deal.
- Enter a deal name, pick a stage, and save.
- When you record a note, tap Link to and pick the deal.
What to do next
Before your next visit on a big deal, check the company's Deals tab to see where things stand. Then stop keeping it in a text thread.
Deals are in Voze Pro, not Voze Web, and they're turned on account by account. Don't see them? Ask your CSM.
Heard something in the field we should fix? Tell your CSM or email support@voze.com. That's how a lot of these start.
New to Voze? See it in a demo.