Deals

How to work with a sales pipeline and manage deals

  • Pipeline Basics

    Last Updated: 16.05.2024

    A CRM sales pipeline is a consolidated list of deals for people at different stages of communication with your brand. A pipeline allows you to track information on your progress with a particular lead or customer.

  • How to Work with Deals

    Last Updated: 21.05.2024

    A deal is a card in your CRM dashboard that helps you evaluate your interactions with customers at different stages of the sales funnel. The main task of a CRM platform is to record all the requests from leads in the sales pipeline.

  • How to Work with Deal History and Comments

    Last Updated: 16.05.2024

    When working in sales or project management, you need to track a multitude of deals and interact with your team. To build your workflows effectively, you can view deal history, leave comments, and attach documents to discuss them with the team.

  • Sources of Automatically Added Deals and Contacts

    Last Updated: 22.11.2023

    You can add deals manually or set up integrations to automatically create deals after communicating with a client on one of the communication channels. Integrate CRM with chatbots, email services, landing pages, payment systems, pop-ups, subscription forms in SendPulse, and other services.

  • How to Work with the Calendar

    Last Updated: 31.03.2023

    With the help of our CRM calendar, you can view your deals by date to manage your resources more efficiently and see how much time you need to complete a deal.

  • How to View Closed Deals

    Last Updated: 31.03.2023

    In SendPulse CRM, you can view and filter information on closed deals, as well as reopen closed deals to work.

  • How to export deals

    Last Updated: 16.05.2024

    You can export certain deal data from your CRM system to a file to use them for reporting, process them in a table, or import them to other storage services. You can also transfer deals to another pipeline and continue working with them there.

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