Deals

"Deals" serve as a vital component within the Sales & Commerce module of CXF. These deals represent potential opportunities or ongoing agreements with contacts. Deals can be categorized as "won" or "lost" depending on the outcome of the interaction.

Deals can be associated with multiple contacts, always requiring a primary contact as a reference point. This feature enables the management of agreements involving several contacts or parties.

Moreover, deals can be linked to multiple users, facilitating collaboration and tracking of interactions between the sales team and prospective clients.

It is worth noting that deals can be related to various orders, as orders often stem from agreements or negotiations with contacts. This association between deals and orders helps maintain a clear record of how opportunities transition into actual transactions.

In summary, the "Deals" object plays a pivotal role in sales opportunity management, providing a comprehensive view of interactions with clients and enabling effective tracking and data-driven decision-making within the context of Sales & Commerce in CXF.