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: 28.11.2025

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: 20.01.2026

You can remove duplicate deals to keep your CRM data up to date, avoid confusion, and simplify deal management for your team. The system detects duplicates and merges them into a single record based on specific parameters, such as deal names, amounts, contact details, or assignees.

Last Updated: 16.12.2025

You can view the full history of deal merging. This helps you track changes, ensure data accuracy, and analyze your team’s performance when needed.

Last Updated: 13.03.2025

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