What is a Deal?

A deal is a money-based project you have up for bid or contract. Deals let you keep track of proposals, bids, RFPs, and project sales right inside Highrise. Highrise has always been great for keeping track of the people you do business with, but now with Deals you can keep track of the business transactions as well.

Now you’ll know which proposals/bids are pending, which you’ve won, and which you’ve lost. Enter notes about the deals, attach proposals or contracts to the deals, and keep a log of any changes. Now you’ll know how much money a particular customer has paid you over time or how much you’ve left on the table from deals you didn’t win.

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