Deals
How to work with a sales pipeline and manage deals
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Pipeline basics
Last Updated: 02.10.2024
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.
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How to create a deal
Last Updated: 26.07.2024
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.
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How to edit your deal
Last Updated: 30.08.2024
To manage deals effectively, it’s important to keep them up to date. You can edit your deal name, amount, due date, fields, contact information, and files.
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How to change a deal stage
Last Updated: 31.10.2024
While working on a deal, you can change its stage to keep your team informed about its progress. This allows you to ensure data freshness and improve team collaboration.
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Sources of automatically added deals and contacts
Last Updated: 09.10.2024
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.
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How to transfer UTM tags from website subscription and payment forms to CRM
Last Updated: 05.08.2024
If a customer has filled out a subscription form, made a payment on your SendPulse-based website, or signed up for your course, you can set up UTM tags to be stored in CRM contact fields. This will help you get additional information about customers and create individual contact segments for further interaction with them.
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How to view deals
Last Updated: 05.07.2024
You can track deals and their data at all deal stages. In this article, we will talk about how to find your deals, select a view mode, and view deal cards and linked information.
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How to add a quick deal
Last Updated: 05.07.2024
You can add a quick deal directly at the desired stage (status) of the kanban board. Use it to quickly add a deal while you are communicating with a lead. This kind of deal has fewer fields to fill out.
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How to manage deals
Last Updated: 05.07.2024
To optimize your resources and better monitor your workflows, you can change deal stages and assignees and complete, delete, or share deals.
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How to find deals using filters
Last Updated: 02.10.2024
To quickly access your deals, use deal filter criteria. You can also save your frequently used filters and automate the search process.
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How to manage team members
Last Updated: 29.07.2024
You can invite a team to work together on a project. Delegate the tasks to your team members so that they work with your tasks, clients, and deals.
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How to manage deal fields
Last Updated: 26.07.2024
You can add fields to deals to capture additional information. For example, you can add a product name, preferred shipping or payment method, and so on, and use that data for personalized communication.
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How to work with deal history and comments
Last Updated: 26.07.2024
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.
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How to manage closed deals
Last Updated: 02.10.2024
In the SendPulse CRM, you can view and filter completed deal data and reopen deals.
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How to work with the calendar
Last Updated: 26.07.2024
Using the calendar in our CRM system, you can view deals by date to effectively manage resources and schedule deadlines.
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How to export deals
Last Updated: 21.10.2024
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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