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Deals and Business Development

In this video we cover Deals View within Clockwork for business development including:

  • Deal Creation: Adding and creating a deal to track and organize business development.
  • Editing and Tracking a Deal: Updating deal values, target clients, associated projects and other data.
  • Winning a Deal: Converting a Deal directly into a new search project.
  • Deleting a Deal: Cleaning up your deal database and removing old Deals.

Additional Help On Deals and Business Development

Learn more about adding, tracking, editing and closing deals in our knowledge base here.

Still Need More Help?

Get in touch with Clockwork's support team for more help and to find more answers. Email us directly here or by clicking the Contact Support button below.

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