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

There are 2 places where you can create a deal:

The plus button (the option at the top)
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OR
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The Prospect and Client profile, by clicking on NEW DEAL
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When creating a new Deal, you will see the following:

You will need to:
Select Prospect or Client name
Select the Pipeline Stage
Add a description
Add the relevant Products and/or Services.
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​NOTE: When creating a deal within the Prospect or Client Profile, their name is selected by default.

You can add Products and/or Services to the Deal by clicking on Filter by name, category, etc...

Once you have found the correct Product or Service, 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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NOTE: This will change the corresponding columns as each of them are linked

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

This adds the Deal value to your pipeline.
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You may edit a Deal once it has been created. Please click on the button below to find out more about editing a Deal:
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