Create a deal

A deal records something you’re trying to sell to a lead, and what it’s worth. One lead can have several deals, each at its own stage. Every deal appears on the Deals board, which shows your whole pipeline.

Before you start

• A deal always belongs to a lead. Capture or create the lead first.
• You can add deals to leads you own. Admins can add deals to any lead in the organisation.

Create a deal from a lead

1. Open the lead. The Deals tab is open by default.
2. Click New deal. If the lead has no deals yet, click Add the first deal.
3. Enter a Deal name, for example “50 NFC cards for the sales team”.
4. Choose a Stage. See Deal stages explained.
5. Optional: set Expected close, the date you expect to win or lose it.
6. Optional: add line items so the deal has a value. See Add line items and quotes.
7. Click Create deal.

The deal appears on the lead’s Deals tab and on the Deals board.

Create a deal from the board

1. In the left menu, open Leads and click Deals.
2. In the column for the stage you want, click Add deal.
3. Under Lead, search by name, company or email and choose the lead.
4. Enter a Deal name, check the Stage, and optionally set Expected close.
5. Click Create deal.

To add line items, click the deal on the board. It opens the lead’s Deals tab, where you can edit it.

Use the deals board

• The top of the board shows Open pipeline (the total of deals that are New, Meeting set or Quoted) and Won. Parked appears when you have future opportunities with a value.
• Each card shows the company, deal name, value, close date and the owner’s initials. A deal without line items shows “No line items yet”.
• Drag a card to another column to change its stage, or click the three-dot button on the card and pick a stage.
• Search with Search deals or companies, filter by date range, and (admins) by owner with All owners.
• Switch between Board and Table views.

Users see deals on their own leads. Admins see every deal in the organisation.

Edit or delete a deal

On the lead’s Deals tab, click Edit on the deal. Change what you need and click Save deal. To remove it, click Delete, then Delete deal. Deleting a deal can’t be undone from the dashboard.

Related

• Deal stages explained
• Add line items and quotes
• Set deal currency and VAT