What is the Deals Feature?
The Deals feature in WIZniche helps you keep track of potential customers or sales, also called leads, so you don’t lose out on business. Instead of writing things down on paper or forgetting to follow up, you can enter every new lead into WIZniche and manage everything in one place.
Each deal shows up on a simple board. You can see where every lead stands: whether they just contacted you, got a quote, or agreed to move forward. You can move them to the next stage when progress is made.
You can assign deals to your staff, write notes, talk to the customer, and when ready, turn the deal into a quote, invoice, or job, all without leaving the system.
Why Use Deals?
Never lose a potential customer again
Easily follow up by seeing where each lead stands
Keep all customer info, messages, and notes in one place
See who on your team is handling which deal
Track how many deals you won or lost and why
Turn a deal into a quote, invoice, or job with one click
Whether your business is getting leads from website forms, phone calls, walk-ins, or referrals — Deals helps you stay on top of it all.
Ready to Begin?
👉 Click here to read Creating and Managing Deals in WIZniche — a simple step-by-step guide that shows you how to add and manage your deals.
Need help? Email us anytime at [email protected].