How to create a deal
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.
Each transaction is also recorded on a contact card, which further helps you analyze the effectiveness of each stage when working with a client.
You can create a deal manually or set up automatic deal creation from other SendPulse services for each pipeline separately.
Let's learn how to create a deal manually.
Create a deal
Go to the CRM section, and select the pipeline you want to add a deal to. Click + Add Deal.
You can also create a deal in a contact card > the Deals tab or by clicking a cell in your pipeline calendar.
Enter your deal name. You can enter up to 120 characters, numbers and letters.
Select the deal status and asignee.
By default, the following transaction statuses are available: New, In progress, and To assign. You can also create a new deal stage in your sales pipeline.
You can add team members by inviting users to your CRM.
In the CRM settings, you can select the default team member responsible for the automatically created deals. When creating a quick deal, the author of the deal is assigned as the responsible person; when creating a regular deal, you can assign the responsible person.
Set a cost and a type
Enter the deal cost and select the currency of the deal if it is a sell-purchase deal.
Select the type of deal you want to offer. You can further filter deals by type.
By default, the types of deals available are: Sale, Sale of products, Sale of services, Resale, Service maintenaince, and Other.
If necessary, you can edit existing deals or add your own deal type. To do this, go to the Pipeline Settings > Fields tab, and opposite the Deal type select the Edit field option.
Set due date
If your deal has a deadline, in the Due date field, select the date and time by which the deal must be completed.
You can also set a deal reminder so you don't miss the deadline. To do this, in the Reminder field, select how many days in advance to remind you about this. A notification will be sent asignee by email specified when registering an account.
Add attributes
You can also add your own attributes — a field with additional information about the deal.
Enter a value in existing fields or add a new field.
To do add a new field, click Add field, enter the name of the field, and then enter a value.
You can also add fields for deals, which will appear in all deal cards by default, in the CRM settings.
Add a contact
Link a contact to a deal — enter the customer's contact information to communicate with them - First name, Last name, an email address, and a phone number. You can add up to 5 contacts to a deal.
If a contact is already on your contact list, when you enter a name, their information will automatically be pulled up, and you can select them for this deal.
Add a file
You can attach files to a deal to share them with all its members. Click + Add File, choose a file from your account storage, or upload a new file from your device.
All services share the same file storage. You can add a file of any extension except executable.
The maximum file size the free plan allows is 200 MB. Your file storage capacity is not defined by services but is set based on the storage capacity of the largest pricing plan among all services. To increase your storage capacity, upgrade your pricing plan. Read more: How to work with the file manager.
Click Add deal. The deal will be available in the deals list. You will also be able to link this company in its contact and task cards.
Last Updated: 26.07.2024
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