Create Deals And Accounts Using Leads In Hyegro

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This demo showcases how to efficiently create deals and accounts using leads within the Hyegro platform

Go to [your-company-instance.hyegro.com]

1. Introduction

You'll see how to input key information and confirm deal qualifications to streamline your sales process.

2. Select Lead Identifier

Click the number representing the lead to begin creating a deal and account.

3. Select First Name Field

Click the First Name field to specify the lead's first name for the new account.

4. Select Last Name Field

Click the Last Name field to enter the lead's last name associated with the deal.

5. Select Deal Value Field

Click the Deal Value field to input the estimated value of the potential deal.

6. Enter Deal Value

Enter the deal value to quantify the opportunity's worth in your sales pipeline.

7. Select Probability Field

Click the Probability percentage field to indicate the likelihood of closing the deal.

8. Enter Probability Percentage

Enter the probability percentage to reflect the chance of successfully closing the deal.

9. Confirm Deal Qualification

Click Confirm Qualification to finalize the deal creation and link it to the account.

This demo demonstrated how to create a deal and account using a lead in Hyegro by entering key details and confirming the qualification. You can now efficiently manage your sales opportunities within the platform.

Create Deals And Accounts Using Leads

Create Deals And Accounts Using Leads In Hyegro#

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Go to [your-company-instance.hyegro.com]#

1. Introduction#

2. Select Lead Identifier#

3. Select First Name Field#

4. Select Last Name Field#

5. Select Deal Value Field#

6. Enter Deal Value#

7. Select Probability Field#

8. Enter Probability Percentage#

9. Confirm Deal Qualification#