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.

Below, we’ll walk you through each step:

Deals are created in one of two ways:

Each deal must contain:

You can also optionally add:

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

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.

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

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

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:

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:

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 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 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.

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.

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.

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.

You can mark a Deal as Won or Lost from:

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.

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.