What is a Deal?

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 opportunity that you have with your Prospects and Clients.
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 web, please click the button below:

You can create a deal the same way you would create anything else in Saleboat - by pressing the Plus Button.

Deals will be the top option from the Plus button.

After pressing Create Deal, you will see this screen.

Here you will need to select:

You can edit the details of each item, making sure that it reflects the opportunity you have with the chosen prospect or client.
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When everything has been added, you must press CREATE.
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This creates the deal and attaches it to the prospect or client that you selected.

Deals will be the second button on your Main Menu.
You can find Deals under the Dashboard button in the app.

Here you can see each of your open deals (or opportunities).

You will see basic information about each deal at a glance:

Deals are arranged in stage order - from closest to closing at the top, to furthest from closing at the bottom.
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Each stage is colour coded so that, at a glance, you can see where each deal is in your pipeline.

To edit a deal, you simply press and hold on the deal you want to edit.
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Once you do this, you will be presented with 3 options, from left to right:

When you press edit deal, you are able to see more detail about the deal and you can edit any details.
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You can see and edit the following:

You can edit any of the above items by pressing on what you want to change.
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You can delete an item (product or service) from the deal by pressing on the trashcan/dustbin icon.
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You can add items by selecting them from the dropdown and clicking add.
Then you can adjust the quantity, discount and value of that item in the deal.
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You can move the deal through the pipeline by pressing on the up or down flame icons.
You will change the stage that the deal is in.
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You can close a deal by pressing on the green handshake icon.

Once you press on the green handshake icon, you will see this screen.

Here you will need to make sure that all the details of the deal are correct before pressing submit and closing the deal.
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Once a deal is closed it cannot be opened again.
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In order to close the deal it needs and account number.
The invoice number is optional.
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This is your chance to make sure that all of the deal values are correct.

Where can I find my closed/won Deals?

Your closed or won deals can be found in the WON tab to the right of OPEN.

This will give you some detail about the deal:

To view more information about the deal, simply press on the deal.

Where can I find my inactive deals?
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You can find your inactive (lost) deals can be found in the LOST tab to the right of WON.

This will give you some detail about the deal:
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To view more information about the deal, simply press on the deal.
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If you have any more questions about deals in the app, please contact the Saleboat Support team who will gladly assist you.
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You can do this by starting a conversation with them in Saleboat
​Main Menu > Help.