Setting Up
Learn about the onboarding process for Deals.
About Deals
Deals allows you to effectively collaborate with your reps on their pipeline using a comprehensive view of Opportunities and Contacts, and visibility into the Buyer Circle.
Key benefits:
- Real-time visibility into pipeline provides you with the opportunity to conduct productive deal review sessions. Identify potential risks and opportunities, plus understand when to prevent stalling or losing deals.
- Buyer Circle provides you with visibility into the stakeholders involved in the deal. Hold your reps accountable to building stronger stakeholder relationships. Buyer Circle will help you coach reps on strategies to influence each stakeholder and move the deal forward.
Technical Requirements:
- Deals is available to users with a Sales Navigator Team or Enterprise license.
- Deals is currently compatible with Salesforce Enterprise Edition and above. In Deals, view the same Opportunities and Contacts in your CRM. *Microsoft Dynamics compatibility coming soon.
- CRM Sync must be enabled by the organization's Sales Navigator Admin to access Deals. Learn more about CRM Sync for Sales Navigator here.
Setting Up
Features in Deals
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Buyer Circle
Easily see the stakeholders your reps are engaging with, identify who is missing, and coach reps on the best path forward.
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Managing Views
Create a custom view for each of your reps to help facilitate your 1:1s.
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Editing Opportunities
Easily keep track of pipeline details for your entire team and have the most up-to-date information at your fingertips to better forecast.
Questions?
If you run into any technical issues:
Visit the LinkedIn Sales Help Center for technical articles that answer the most frequently asked questions.
To learn more tips and best practices:
Visit the the Customer Hub for links to live webinar sessions and on-demand learning resources that you can share with others.