Deal is the main goal of any business. It is one of the basic CRM elements: the process of selling a product or service to a customer.
Deals view
First, you need to add a new deal.
Create a deal
Go to CRM and open the Deals tab. Select the view to work with deals.
List view allows you to apply group actions to deals. For example, you can change the responsible person for all deals.
Kanban view is a workflow visualization tool. Here, you can see all deals and their statuses to control them.
Deal form
A deal form contains all the information related to the sales process: product or service information, client data, etc. The deal form can be customized for any type of activity: create the necessary fields and configure access to them, combine fields into blocks and set the desired form type.
CRM item form features and settings
Deal stages
When you work on a deal, you need to move it through certain stages.
You can also change the deal stage for several deals.
Group actions in CRM
Counters
When you have lots of deals in progress, it's easy to forget about a deal or a planned call.
Special counters will remind you about deals with overdue activities or without any planned activities.
Automation rules
The sales process can be automated with triggers, automation rules, or workflows. These tools can move deals to other stages, send emails and SMS to customers, set tasks and reminders to employees.
Automation rules in CRM
Triggers in CRM
Access permission
You can configure access permissions to certain actions, such as editing or deleting, to stages and pipelines.
Go to the CRM - Settings - CRM access permissions.
Role-based access permissions in CRM
Other deal features
In real time, you can assess which products are selling better, which employees are meeting the plan and which customers are bringing in more money.
CRM Analytics
Deals can be converted into estimates or invoices. Also, you can upload your own document templates to create any type of document.
Create and send an invoice to a customer
Create and send an estimate
