How to Work with Deals
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.
Each transaction is also recorded on a contact card, which further helps you analyze the effectiveness of each stage when working with a client.
You can create a deal manually or set up automatic deal creation from other SendPulse services for each pipeline separately.
Let's learn about all of the features you can use and how to work with deals.
How to Add a Deal Manually
Go to the "CRM" section, and select the pipeline you want to add a deal to. Open the "Deals" tab and click + Add Deal.
Enter the name of the deal, status, and the team member responsible for contacting this person — the person you have assigned this contact to.
By default, the following transaction statuses are available: “New,” “In progress,” and “To assign.” You can also create a new deal stage in your sales pipeline.
You can add team members by inviting users to your CRM.
In the CRM settings, you can select the default team member responsible for the automatically created deals. When creating a quick deal, the author of the deal is assigned as the responsible person; when creating a regular deal, you can assign the responsible person.
Enter the deal cost and select the currency of the deal if it is a sell-purchase deal.
Select the type of deal you want to offer. You can further filter deals by type.
By default, the types of deals available are: “Sale,” “Sale of products,” “Sale of services,” “Resale,” “Service maintenaince,” and “Other.”
If necessary, you can edit existing deals or add your own deal type. To do this, go to the "Pipeline Settings" > "Fields" tab, and opposite the "Deal type" select the "Edit field" option.
You can also add your own attributes — a field with additional information about the deal.
Enter a value in existing fields or add a new field.
To do add a new field, click Add field, enter the name of the field, and then enter a value.
You can also add fields for deals, which will appear in all deal cards by default, in the CRM settings.
Link a contact to a deal — enter the customer's contact information to communicate with them - First name, Last name, an email address, and a phone number. You can add up to 5 contacts to a deal.
If a contact is already on your contact list, when you enter a name, their information will automatically be pulled up, and you can select them for this deal.
Click Add deal.
How to Add a Quick Deal
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.
Under the required column, click Add quick deal and fill in the fields: title, name, contact details, and the deal cost.
A quick deal is edited in the same way as a regular deal.
How to Filter Deals
You can filter the deals that will be displayed on the kanban board.
To do this, click "Filter," and select the necessary filter conditions.
You can filter your deals by the following criteria:
- date created — specify the time period, or select the "Last ... days" option;
- stage — select one or more deal stages;
- team member — select one or more team members responsible for the deal;
- first name, last name, email address, and phone number — enter contact details;
- amount and currency — enter the "from" and "to" amount range, and select the currency;
- source — select the source using which the deal was created: chatbot, subscription form, landing page, Automation 360, payments, API, integration, or manually;
- deal type — select the deal type: sale, sale of goods, sale of products, sale of services, resale, service maintenance, or others;
- closing date — choose the closing deal date: without date, expired, in a day, in a week, or in a month.
You can also filter your contacts by fields you created for them.
If not all deal filter fields are displayed, try clicking on "Change filter fields," and select the filters you want to display.
How to Edit Information about a Deal
General
After creating a deal, you can click on the deal and open the deal card.
In the opened card, you can change the deal name, team member responsible for the deal, and deal stage or close it after communicating with the client.
Read more: How to Manage Permissions.
In the "General" tab, you can view more information about the product or service you added to the deal, change the order amount, and add a new field.
Read more: How to Manage Deal Attributes.
You can contact a contact directly after the transaction — click the corresponding icon to send an email or open a live chat in chatbots.
You can also unlink the contact from the deal and add another contact. You can link up to 5 contacts to a deal.
History and Notes
You can also view the deal's editing history, related events, and comments.
To create a comment on a deal for your team, enter your text that’s up to 5000 characters long, and submit it.
Payments
In the "Payments" tab, you can view more information on deal payments: payment system, amount, description, status, and date.
In the "Email" tab, you can connect the client's email address to CRM. The "Email" tab is currently under development.
The "Item" tab displays information on the items from the deal.
Currently, only the items transferred from Tilda integration are displayed there.
Calls
In the "Calls" tab, you can view the following client activity data: call date and time, duration, type (incoming, outgoing, missed), recording, and the manager who interacted with the client.
How to Add a Task
You can add a task to an existing deal card or when creating a new one. To do this, open or start creating a deal, scroll the left panel, and click + Add task.
Enter your task name, fill in all the required fields, and click Add task.
Read also: How to Create a Task and How to Work with Tasks.
Your task will appear in the deal card. It will indicate your task’s title, status, due dates, and assignee. To edit a task or view it as a card, click it.
To unlink a task, click the unlink icon next to the task name.
How to Add Files
You can attach files to a deal to share them with all its members. Click + Add File, choose a file from your account storage, or upload a new file from your device.
Read more: Bulk email service pricing, Website builder pricing, and Online course builder pricing.
It does not matter if you add your files to the email service, online course builder, or website builder — they can be added to a CRM deal.
Click the meatballs icon to manage your file after it has been downloaded:
Select the "Download" option to download the file to your device.
Select the "Show in folder" option to show where the file is located in the SendPulse storage.
Select the "Remove from task" option to remove the file from this task but not from the SendPulse storage.
Select the "Delete" option to delete this file from the task and the SendPulse storage.
How to Go to the Deal Page
You can also go to the deal page to view your deal's details or edit them.
To do this, select a deal, and click on the "Deal details" icon.
On the left, you can see or change the name, amount, stage, type, or team member of the deal, add a new field, and close, share, or delete the deal.
On the right of the "History" tab, you can add a comment about the deal and view the history of working with the deal.
The "Payments" tab displays various kinds of information on deal payments: payment system, amount, description, status, and date.
In the "Contacts" tab, you can see more information on the contacts associated with a deal, get in touch with a contact, unlink a contact, and add another contact.
In the "Email" tab, you can connect the client's email address to CRM. The "Email" tab is currently under development.
How to Share a Deal with Another User
You can share a deal with invited users from your CRM so they can view the deal details.
To do this, select a deal, and click on the corresponding icon.
How to Move a Deal to Another Stage
You can select a deal and change its status on the deal card.
When viewing the list of deals on the kanban board, you can drag the deal card and drop it in another stage.
How to View the Total Cost of Deals
You can view the total number of deals and the cost of deals for an entire project or for individual stages.
The cost for deals is displayed in the currency you set in your account settings. The amount may vary depending on the current exchange rate.
To check the total cost of all of the deals in each stage of the sales funnel, switch the display mode to "Kanban," and the number of transactions and the amount will be displayed under the stage name.
How to Complete a Deal
To complete a deal, click Close deal and select the result of the deal - "Won deal" or "Lost deal."
To view a list of closed deals, go to the "Deals" tab and click on Closed deals.
Learn more: "How to View Closed Deals."
Last Updated: 14.12.2022
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