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Creating a new deal
To add a new deal, select the New button while in the Sales pipeline.
Name the deal something descriptive (best use the actual work you'll be doing) and select the client company.
The next thing to do is to define the currency for the deal. This is the currency you'll eventually be invoicing your client in. Also, all financial information will be displayed in this currency.
Add people to the deal that you want to notify when something happens - like when the deal changes status, you win the deal, you lose the deal, etc.
Add a Tag of your choice which will help you link or identify the specific deal.
Don't forget to hit the Create deal button!
Managing a deal
Once the deal is created, you will set up financials by adding services. You can also mark the deal as won, mark it as lost, or change its status in the sales pipeline.
Go to the sidebar menu and select Edit general information if you wish to change the Name, Company, Subsidiary, Tag, or owner for that deal:
If you need to switch the deal to another Currency, change the Deal Date or change the Purchase order number you can do so by clicking on the Edit Details tab in the sidebar. Changing the date affects for which time period the revenue and costs from this budget are reported. Also, your team can only track time to this budget after this date:
The tab Probability is your internal estimate for winning this deal - use your gut feeling here:
Owner and deal members
Manage deal members and edit the owner for this deal. Add more people or remove someone from a deal. When you remove deal members, they will no longer receive any notifications for activity on this deal.
Notes and Feed
Click on the Feed tab to add notes and get an overview of everything that has happened related to the deal.
If you want to add a note or discuss something with other people involved with this deal (hint: Deal members) write it into the field on top. You can also @mention people, add links or attachments, and more.
Deal members and people you mentioned will get a notification that the note was added to this deal.
TO-DO's
An important part of an effective sales process is moving deals through your Sales pipeline by defining the next steps. It can be scheduling a meeting, sending a proposal, or following up on a particular status of a deal with a client.
To effectively manage that, use To-Dos from the Feed.
Write down a brief description and assign the To-Do to yourself or someone else. If you need to change something, simply click on the description and start typing.
Note that if a person is not a deal member, they will not be available to be a Todo assignee.
Make sure you have added them to the list of deals members and their names will then appear in the Todo's Assignees list!
When you’ve completed the action in question, close it by clicking on the checkmark:
If you want to delete an entry completely select the three dots menu on the right and click on the Delete action (a little trash can will appear).