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 Your Deals

You can filter the deals displayed on the Kanban board.

To do this, click “Filter” and select the necessary filter criteria.

Filter Criteria

You can filter your deals by the following parameters:

date created: specify a time period, or select the "Last ... days" option;
stage: select one or more deal stages;
team member: select one or more team members assigned to your 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 a currency;
source: select the source using which your deal was created (chatbot, subscription form, landing page, Automation360, payments, API, integration, or manually);
deal type: select a deal type (sale, sale of goods, sale of products, sale of services, resale, service maintenance, or other);
closing date: choose a deal end date (without date, expired, in a day, in a week, or in a month).

You can also filter your deals by the fields you created for them.

If not all deal filter fields are displayed, click "Change filter fields," and select the filters you want to display.

Quick Access to Saved Filter Criteria

You can also save frequently used filters to reduce the time it takes to find the deals you need. To do this, select your filter criteria, click Select, and go to the page with the filtered data.

Click Save filter, and save your filter settings.

Add a filter name to be able to quickly find it in the list.

To use your saved filter settings, go to “Filter” > “Saved filters” and select a filter.

You can also switch between saved filters on your board with filtered deals.

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.

History and Notes

Using history, you can view all the main deal events and comments to be in touch with all their significant changes.

To leave a comment, type in a message in the corresponding field, mention a team member, and attach a file if needed.

Learn more: How to Work with Deal History and Comments.

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.

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.

All services share the same file storage. You can add a file of any extension except executable.

The maximum file size the free plan allows is 200 MB. Your file storage capacity is not defined by services but is set based on the storage capacity of the largest pricing plan among all services. To increase your storage capacity, upgrade your pricing plan. Read more: How to Work with the File Manager.

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.

Download	Downloads the file to your device.
Show in folder	Shows where the file is located in the SendPulse storage.
Remove from task	Removes the file from this task but not from the SendPulse storage.
Delete	Deletes 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.

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

When working on a deal, you can change its status (move it to another pipeline stage) so that other team members understand your clients’ progress better.

To change a deal status in its deal card, open a deal, and select a different status. You can also move the deal to another pipeline.

You can also change a deal status when viewing the list of deals on the kanban board. To do this, hold a deal card, and move it to a different 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: 30.08.2023

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How to Work with Deals

Contents

How to Add a Deal Manually

How to Add a Quick Deal