Deal Closure Priority

Deal Closure Priority helps you define how likely a deal is to close by assigning priority levels such as High, Medium, or Low.
Follow the steps below to configure Deal Closure Priority in the Carddio system.

1. Go to Settings from the Dashboard

   
   From the Dashboard, scroll down the left sidebar and click Settings under Company Settings.
   

   

2. Open Deal Management

   
   Inside Settings, click Deal Management from the left-hand menu to manage deal-related configurations.
   

   

3. View the Deal Management Index Page

   
   On the Deal Management page, you will see multiple sections such as Access Features, Deal Pipelines,
   and Deal Closure Priority. Scroll down to locate the closure priority section.
   

   

4. Configure Deal Closure Priority

   
   In the Deal Closure Priority section, you can manage how deals are prioritized.
   

   • Add a new priority level using + Add Item.
   • Edit or remove existing priority levels.
   • Click Save Changes to apply your updates.