Productive

Add a new deal and its win probability, change deal owner, leave notes on deals and assign To-Dos to yourself to follow up regularly.

Managing a Deal

Win a deal and create a new project or a budget based on the deal settings and service setup.

Winning a Deal

Lose a deal and add a lost reason to know why you are losing potential clients. Lost reasons can be set up manually in the Sales settings.

Losing a Deal

There are a few reasons why you may be unable to track time against a service in a deal. Let's see what they are!

Can't Track Time Against a Sales Deal?

Learn how Previous Deal Probability and Previous Stage help you analyze deal trends, improve forecasting, and refine sales strategies.

Tracking Previous Deal Probability and Stage

Visualize your sales funnel, identify drop-offs, and measure conversion rates across stages using Deal Funnel reports.

Using Deal Funnel Reports to Track Pipeline Performance

Check the Overview tab in your deal to gain insights into your deal's financial health and performance.

The Deal Overview Tab

Track and manage deals and profitability with detailed forecasting and profitability charts in Productive.

Forecasting and Profitability Charts in Deals

Use deal aging fields to identify stalled deals, measure sales cycles, and automate pipeline health checks in reports and automations.

How to Use Deal Aging Fields

Add multiple contacts to a deal or budget, mark one as primary, and manage all contacts from the Client details tab in the sidebar.

Managing Contacts on a Deal or Budget (Beta)

Handle your deals effectively, from updating their status to tracking probability changes and resolving time-tracking issues.

Managing Deals

Find answers and get help from Intercom Support and Community Experts

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