Create a Deal

What is a Deal?
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A Deal is a record of the products or services in which a prospect or client is interested.
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This provides an easy way of keeping track of the opportunities that you have with your customers. Each deal is placed into a pipeline stage, and it contains products or services that make up its value. This value forms part of your sales pipeline.

Deals get moved through the pipeline based on where they are in your sales process. Once the deal is closed, the value is removed from the pipeline & the record of the deal, its value and products or services is stored within the client profile.

It is important to note that once a deal is closed with a prospect, it becomes a client.
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For DEALS on the app, please click the link below:

DEALS IN THE APP

Please click on the button below to be redirected to our training video on Creating Deals:

THE PLUS BUTTON: DEALS

There are 2 places where you can create a deal:

The plus button (the option at the top)

OR
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A customer's profile, by clicking on Deals > NEW DEAL+

When creating a new deal, you will see the following form:

1. Select the customer
2. Select the pipeline stage
3. Add a description
4. Add the relevant line items

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​NOTE: When creating a deal within the customer profile, their name is selected by default.

Once you have added the correct product/s or service/s, click on it to add it to your deal

Once the products or services are added to the deal, you may alter the details such as:
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• Price

• Quantity

• Discount

• Value
  
  

NOTE: This will change the corresponding columns as each of them is linked

Once you are satisfied that all of the details are correct, you must click CREATE

This adds the deal value to your pipeline.

You may edit a deal once it has been created. 

Please click on the button below to find out more about editing a deal:
EDIT DEAL

CREATE & CLOSE A DEAL

What happens if I need to create and close a deal on the same day?
If you have a deal that needs to be opened and closed on the same day with minimal effort, you can do that using the create and close button. This will immediately create a closed deal for the customer.

You still need to add a customer and line items for reporting.

This deal cannot be edited or moved through the pipeline as it is closed.
This will convert prospects to clients.
It will be in the PDF reports as a closed deal with the information you added.