Deals

How to work with a sales pipeline and manage deals

Pipeline Basics
Last Updated: 12.09.2022
A CRM sales pipeline is a consolidated list of deals for people at different stages of communication with your brand. A pipeline allows you to track information on your progress with a particular lead or customer.
How to Work with Deals
Last Updated: 12.09.2022
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.
Sources of Automatically Added Deals
Last Updated: 12.09.2022
You can add deals manually or set up integrations to automatically create deals after communicating with a client on one of the communication channels. Integrate CRM with chatbots, email services, landing pages, payment systems, subscription forms in SendPulse, and other services.
How to View Closed Deals
Last Updated: 12.09.2022
In SendPulse CRM, you can view and filter information on closed deals, as well as reopen closed deals to work.
How to Work with the Calendar
Last Updated: 12.09.2022
With the help of our CRM calendar, you can view your deals by date to manage your resources more efficiently and see how much time you need to complete a deal.
How to View CRM Statistics
Last Updated: 12.09.2022
With the help of a CRM dashboard, you can view aggregated visual representations of information on all your pipelines, deals, and team members to monitor and analyze work efficiency.