Jobs · Sales

Win/loss note when a deal closes

A short win or loss note written when a deal closes, for you to check.

  • Runs: deal closed
  • You approve: the note
  • Not installable yet. Available on request.

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What it does

When a deal closes, Xevol writes a short note on why it was won or lost, from what is in the record. You read the note and correct it before it is saved.

Xevol researches and drafts. It never approves, sends, publishes or deletes; a person does.

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Hand the back office to Xevol.

US$299 a month. You approve everything that goes out.