What is a deal?

A deal is a potential business opportunity. It's a lead you're still negotiating with a potential client and nothing is signed yet. There is still no project to work on, so you're still in the sales phase.

Sales pipeline

During its lifetime a deal goes through various sales statuses until it's either Won or Lost. Here's an example of a sales pipeline with 3 sales statuses:

  • Leads - you put here all the deals that could potentially turn into a project. Whether its a RFP someone sent to your e-mail or an idea you're pitching to an existing client, this the first step in a deal lifecycle.
  • Qualified leads - this are the leads you decide to take to the next level - whether you arranged a call with a client to discuss the requirements, or you invested some time in preparing a pitch, a qualified lead is something you see a potential in.
  • Proposal sent - once you prepare and send a proposal to a client, you can transfer a deal from Leads to Proposal sent status. Now you wait for the client feedback. If all goes well a client will agree to your proposal and you'll be winning a deal.

This is just an example and you can always customize your own sales in settings.

Managing pipeline

If you want to move a deal from one status to another, open the deal page by clicking on a deal and select a new status from the drop down menu.

If you prefer a list layout over a column layout switch easily between the two.

You can also use the filters on the left to manage your deals more efficiently.

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