Deals

Deal management

• Create a deal

  Last Updated: 20.01.2026

  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.

• Edit your deal

  Last Updated: 17.12.2025

  To manage deals effectively, it’s important to keep them up to date. You can edit your deal name, amount, due date, fields, contact information, and files.

• Change a deal stage

  Last Updated: 17.12.2025

  While working on a deal, you can change its stage to keep your team informed about its progress. This allows you to ensure data freshness and improve team collaboration.

• Add a quick deal

  Last Updated: 17.12.2025

  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.

• Manage deals

  Last Updated: 17.12.2025

  To optimize your resources and better monitor your workflows, you can change deal stages and assignees and complete, delete, or share deals.

• Merge deals

  Last Updated: 20.01.2026

  You can remove duplicate deals to keep your CRM data up to date, avoid confusion, and simplify deal management for your team. The system detects duplicates and merges them into a single record based on specific parameters, such as deal names, amounts, contact details, or assignees.

• View deal merge history

  Last Updated: 17.12.2025

  You can view the full history of deal merging. This helps you track changes, ensure data accuracy, and analyze your team’s performance when needed.

• Manage closed deals

  Last Updated: 17.12.2025

  In the SendPulse CRM, you can view and filter completed deal data and reopen deals.

Deal viewing

• View deal cards

  Last Updated: 28.11.2025

  Each deal has its own card where you can store detailed information about the client, stages, files, tasks, payments, and other related data. This helps you track the entire interaction cycle and keep a complete activity record.

• View list of deals

  Last Updated: 28.11.2025

  In SendPulse’s CRM system, you can quickly view all deals in selected pipelines and switch between display modes. This helps you track sales stages, deadlines, and assigned team members.

• Find deals using filters

  Last Updated: 03.07.2025

  To quickly access your deals, use deal filter criteria. You can also save your frequently used filters and automate the search process.

• Work with deal history and comments

  Last Updated: 01.12.2025

  When working in sales or project management, you need to track a multitude of deals and interact with your team. To build your workflows effectively, you can view deal history, leave comments, and attach documents to discuss them with the team.

• Work with the calendar

  Last Updated: 03.07.2025

  Using the calendar in our CRM system, you can view deals by date to effectively manage resources and schedule deadlines.

• Export deals

  Last Updated: 03.07.2025

  You can export certain deal data from your CRM system to a file to use them for reporting, process them in a table, or import them to other storage services. You can also transfer deals to another pipeline and continue working with them there.

Pipeline settings

• Manage deal fields

  Last Updated: 17.12.2025

  You can add fields to deals to capture additional information. For example, you can add a product name, preferred shipping or payment method, and so on, and use that data for personalized communication.

• Manage tabs in deal cards

  Last Updated: 03.07.2025

  Tabs help organize information within deal cards and quickly find what you need. You can create and rearrange them to group data into relevant sections.

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