Deal management

Last Updated: 13.03.2025

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.

Last Updated: 13.03.2025

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.

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.

Last Updated: 13.03.2025

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.

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.

Last Updated: 13.03.2025

In the SendPulse CRM, you can view and filter completed deal data and reopen deals.