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 service,” “Sale of goods,” “Additional sale,” “Service,” and “Other.”

If necessary, you can edit existing deals or add your own type of transaction. To do this, click on the icon on the right of the field and enter new values.

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 Create.

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 Edit Information about a Deal

After creating a deal, you can click on the deal and open the deal card.

Inside, you can add a comment to the deal and view the history of the deal.

You can also view information about a product or service that was added to the deal, change the deal cost, or add a new field.

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.

You can change who a client is assigned to, the stage of the deal, or close the deal after communicating with the client.

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."

To sort deals, you can switch tabs: display all deals, won deals, or lost deals.

You can view the total number and value of deals or switch to the "Successful" and "Unsuccessful" tabs and see the total number and value of deals by status.

You can also select a deal and reopen it. To do this, select a deal and click Reopen.

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