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Deals

Track revenue opportunities and manage your sales pipeline.

The Deals Module helps you track opportunities, move them through your sales pipeline, and close more business.
Deals are typically linked with Contacts and Companies for full context.

All Deals

Key Features

  • Pipeline Management
    Visualize deals across stages (e.g., Prospecting, Negotiation, Closed Won).

  • Stage Customization
    Configure pipeline stages based on your sales process.

  • Deal Association
    Link deals with contacts and companies.

  • Activity Tracking
    View and log emails, calls, notes, and tasks tied to a deal.

  • Value Tracking
    Assign expected revenue and probability of closing.

  • Collaboration
    Assign deal owners and collaborate with your sales team.

Workflow

  1. Create a Deal
  • Add a deal manually or convert directly from a Lead.
  • Assign deal name, value, stage, and owner.
  1. Associate with Entities
  • Link the deal to a Contact and Company.
  • Attach related tasks, notes, and emails.
  1. Track Progress
  • Move deals through pipeline stages as they progress.
  • Monitor deal value and expected close date.
  1. Close the Deal
  • Mark deals as Closed Won or Closed Lost.
  • Analyze reasons for lost deals to improve future performance.

Example: Creating a Deal

  1. Log in to your B2B CRM account.
  2. Navigate to Deals section from the sidebar.
  3. Click on Create button.
  4. Enter details like Deal Name, Value, and Deal Stage.
  5. Associate the deal with Company and Contact using Point of Contact.
  6. Assign an Owner by selecting Deal Owner (optional).
  7. Select Point of Contact from the list of contacts.
  8. Click Create button.
  9. The deal will be created and you will be redirected to the deal details page.

Best Practices

  • Convert Leads into Deals once qualified to keep your pipeline accurate.
  • Always set Expected Close Dates for forecasting.
  • Regularly update deal stages to reflect real-time progress.
  • Analyze won/lost deals to optimize your sales strategy.
  • Leads – Convert leads into deals.
  • Contacts – Associate people with deals.
  • Companies – Associate organizations with deals.

Leads

Manage and track leads from multiple sources in your B2B CRM platform.

Tasks

Manage and track tasks linked with contacts, companies, leads, and deals.

On this page

Key Features
Workflow
Example: Creating a Deal
Best Practices
Related Modules