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Deals

Learn how to set up your sales pipeline and manage deals.

Updated over 5 months ago

Deals makes it easier than ever to convert your sales prospects into customers. It’s a visual representation of your deals pipeline, fully customisable by your team to suit your exact sales process.


How Deals works

  1. Create Deals

  2. Add them to your pipeline

  3. Use the pipeline to manage your Deals, keeping track of each Deal's current stage and forthcoming tasks and adding notes so your team knows what is happening.

  4. Mark your Deals as won or lost depending on their outcome.

  5. Create a Subscription for any Deals that you win. 🎉

Below, we’ll walk you through each step:

Creating Deals

Deals are created in one of two ways:

  1. Converting a Storefront Prospect into a Deal

  2. Creating a Deal directly

Deal details

Each deal must contain:

  • An associated Contact

  • A customisable Deal name

  • A stage

You can also optionally add:

  • An assignee (who is responsible for completing the Deal)

  • An estimate of the Deal value

  • Storage details - Site, Unit Type, Insurance/Protection and Move in date

Once you’ve added a Deal, it will appear on your pipeline.

Setting up the pipeline

The pipeline is a visual representation of your sales funnel. You can set up the stages as you like to suit your own process, editing and adding as many or as few stages as you like.

Until you set up your pipeline, all of your Deals will appear in an initial column named Qualified. To add more, press Set Up Pipeline. Here on the pipeline stages page, you can:

  • Add new stages

  • Rename stages

  • Drag to reorder stages

  • Delete stages

Example deal pipelines

For an idea of how to set up your deal pipeline, check out the examples below. It can be updated at any time should your process evolve.

  1. Simple Pipeline: Qualified > Proposal made > Contact made > Commitment

  2. Follow-up Pipeline: Qualified > Initial Contact > Follow up 1 > Follow Up 2 > Proposal Made > Commitment

Once you have added Stages to your pipeline, it’ll look something like this:

When you add deals, your Pipeline will look like this:


The pipeline explained

On your pipeline, you manually drag your Deals through the stages of your sales process until they’re at a point where they should be marked as won or lost. You’ll see a few things highlighted on each Deal on the pipeline:

In stage since

This shows how long a deal has been in its current stage. It changes colour depending on how long it's been in that stage. In order to highlight that, action may be required to keep it warm and avoid losing the sale. The colours are:

  • Green - In stage for 24 hours or less

  • Amber - In stage for 1–3 days

  • Red - In stage for 3 days or more

Assignee

A Deal assignee is the person responsible for completing the Deal. When someone is assigned to a Deal, they will get notified that they are responsible. The assignee can be changed at any time by editing the deal. We recommend every team member upload their own profile photo from here to make it easy to identify who is responsible for each Deal.

Tasks

Tasks can be created and linked to a Deal to ensure that there is always a next action to complete.

If there are no outstanding Tasks on a Deal, the Tasks icon will be highlighted in red to alert you that there is no outstanding action.

Select a Deal and press Add beside Tasks to create a new Task for the Deal. It’s recommended you set a due date and assignee the relevant team member.

Notes

Notes can be left on a Deal by selecting the Deal and adding a Note from the bottom of the Deal quick view panel that appears. This is a great way to update your team on the progress and activity on a Deal.


Table view explained

You can select the table icon at the top left of the Deals pipeline to switch to the table view. Here, you have more control and can filter by assignee, site and Deal status (All, Open, Won or Lost). Please note the table view is the only place you can find Won or Lost Deals.


Deal quick view panel

When you select a Deal from the pipeline, you’ll see a quick handy panel on the right which gives you the context you need at your fingertips. Here you can edit the Deal, add Tasks, Notes and more.


Deal page

If you press the Deal name on your pipeline or any other direct link to a Deal, you’ll be taken to a more detailed page than the quick view panel. It shows more info about the Deal including a timeline of any stage status changes.

Marking a Deal as Won or Lost

You can mark a Deal as Won or Lost from:

  • The … menu on a Deal on the Pipeline

  • The … menu on a Deal’s quick view panel

  • The Won or Lost button on the deal page

Won Deals

Marking a Deal as Won removes it from your pipeline, but it will still be accessible from the table view. It does not automatically create a Subscription for the Contact. You should manually do this from the create a Subscription form.

Lost Deals

Marking a Deal as Lost removes it from your pipeline, but it will still be accessible from the table view. When you mark a Deal as Lost, you can select a reason why it was lost in order to help you keep track on what can be improved in future.

Won or Lost Deals can be reopened or deleted at any time.

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