Deals
Module which shows the Deals details
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Module which shows the Deals details
Last updated
Was this helpful?
The Deal module stores all the key information about deals associated with leads and tracks potential sales opportunities. It helps manage each deal's stage, value, and progress, making it easier to monitor and improve sales outcomes. This module is linked to both the Lead and Company modules, allowing for seamless integration of information across different areas. The below picture shows the sample Deals module. The module can be customize by clicking on the manage module icon next to the module title.
The Deal module includes essential fields such as the deal name, the amount involved, the expected closing date, and the current stage of the deal (e.g., "Deal Won," "Proposal Sent," or "Closed"). By tracking these details, the module gives users a clear view of their sales pipeline, helping them focus on the most important opportunities and make informed decisions to close deals successfully.
Associated Modules: Leads, Company
The Deal module is associated with both the Leads and Company modules. When viewing a deal record, you can see the associated lead and company details, allowing you to edit and view their respective records without switching between modules. When entering a new deal into the module, you must select the corresponding lead and company.
Deals module also provided with filter views. It includes 3 filter views by default and we can edit existing or add new filter views. The filter views in deals module are shown in the image below.
The Kanban views in the Deals module are configured on the basis of the Deal Stages as shown in the image below.
A lead can move to the Deal stage once it has been qualified and shows strong potential to convert into a sale. This typically happens after the lead progresses through various stages of interaction, such as being contacted, expressing interest, and showing engagement with the sales process. The leads come under consideration after knowing the requirements and qualified then they make negotiations with the salesperson and finally agree to the lead Move to Deal.
New Deal: This is the first stage when a deal is created from a new lead. It signifies that initial communication and negotiation have begun.
Awaiting Final Approval: After the sales team presents the proposal or offer, the deal moves to this stage while waiting for the lead's approval. This stage is updated once the lead has reviewed the terms and is making a decision.
Awaiting Payment: Once the lead approves the deal, the stage changes to Awaiting Payment, indicating that the customer is expected to complete the payment. This stage is important to track the deal’s financial progress.
Hold: If the payment is not completed within a specified period, the deal can be moved to the Hold stage. This stage indicates that the process is temporarily paused, often due to pending actions like payment or additional approvals.
Deal Won: After successful payment, the deal is marked as Deal Won. This final stage signifies that the deal has been successfully closed and the business secured.
Deal Lost: If the lead rejects the deal or refuses to proceed despite follow-ups, the deal moves to Deal Lost, closing the opportunity without success.
