Read here for more information about creating deals

Deal Relationships

Deals can be linked to a person (your contact for the deal) and/or an organization. The organization is normally the one to which the contact person belongs but you are free to link the deal to a different organization. From the deal page you can also link other people as persons involved if you need to keep track of who is participating in the project.

Deal Owner

Deals have an assigned owner who is in charge of the project and its data, and it will not be visible to other users unless you decide to share the deal. In any case, Team Leaders can access deals assigned to their teams, while Admins have full access to all deals. Once you share the deal this becomes “open” and other users can view all it’s contents including linked emails.

Deal Progress (Sales Pipeline)

Deals will start from the stage of the pipeline you decide (normally the first stage), and you will then move them to other stages according to the progress you have made. Deals can be moved to stages with drag-and-drop from the visual pipeline, or directly from the deal page by clicking on the stage name. Once the deal is won (or lost) you can easily save the information with one click or one drag-and-drop.

Deal Status

A deal can be “Open” when the opportunity is still available, “Lost” if the negotiation fails, “Won” when you successfully close the sale, or “Deleted” when you decide to completely delete the entry. All these statuses can be updated from the deal page.

Deal Probability

Probability refers to chance that a particular deal will be successfully closed / won. It is expressed as a percentage and is based on various factors such as the stage of the sales process (it can be set with an automation) and the salesperson’s assessment of the situation.

Expected Closing Date

It refers to the anticipated date by which a deal is expected to be successfully closed. This date is typically based on various factors such as the stage of the sales process, negotiation timelines, customer feedback, and any other relevant factors influencing the deal’s progress. It helps in forecasting and planning.

You can customize deal records using custom fields