Deals

Welcome to our Deals Management tutorial. In this section, we'll walk you through the process of creating, viewing, editing, and deleting deals in our CRM system. Let's dive in by accessing the Deals section of the CRM system.

Creating a Deal

1. Click on the 'Add Deal' button to initiate a new deal.

2. Fill in essential fields such as deal name, contact information, company details, lead source, and status.

3. Optionally, provide additional details about the deal.

4. Click 'Save' to add the deal to the system.

Deal Form

1. Click on the ‘Deal Form' button to create a customized deal form.

2. Enable or disable field status and rearrange form fields according to your preference.

3. Click 'Save' to add the deal form to the system.

4. Copy & Paste the code to embed the form on your website or share the link directly.

Viewing Deals

• Access a comprehensive list of all existing deals in either Table View or Kanban Board format.

• Utilize date range filters, keyword search, and advanced filters to refine your search.

• Click on a deal's name to access detailed information within multiple tabs:

  • Profile: Gain insights into deal information and take actions like editing, deleting, or converting to a client.

  • Files: Manage associated files and documents.

  • Follow Up: Efficiently manage follow-up activities with reminders and status updates.

  • Proposal: Optimize proposal management tasks effortlessly.

  • Notes: Create, edit, view, and delete notes associated with the deal.

Editing Deals

1. Select the deal from the list and click 'Edit'.

2. Update necessary fields with new information.

3. Click 'Save' to apply changes.

Deleting a Deal

1. Choose the deal to delete from the list and click 'Delete'.

2. Confirm the action when prompted.

Importing Deals

1. Click on the ‘Import’ button.

2. Follow prompts to upload an Excel file containing deal data.

3. Map fields from your file to corresponding fields in the CRM system.

4. Click 'Submit' to add deals to the system.

Exporting Deals

1. Click on the ‘Export’ button.

2. Download lead data in an Excel file.