1
Click + New Deal
The button is at the top right of the Pipeline page. The form opens on its own page.
Want the full chapter? Solution Guide, chapter 2: Sales and tenders (PDF) · All documentation
Add a deal
Do this when you start working a sale with a customer.
2
Type the Title
Title and Account are required. Lines, pricing and quotes come next, on the deal itself.
3
Choose the Account
Pick the customer. Contact next to it is optional.
4
Choose the Stage
The list has Qualify · 20%, Propose · 50% and Negotiate · 75%. The percentage is the chance of winning at that stage. Expected close, Owner and Source follow.
5
Click Save
Save is at the bottom. Cancel leaves without saving.
See your deals on the board and in the list
Do this to see where every open deal stands.
1
Click Sales in the left menu
The chart icon opens the Pipeline. The Deals tab shows the open deals; Tenders is the other tab.
2
Read the board
Each column is a stage: Qualify, Propose and Negotiate. The header shows how many deals it holds and their total value. Each card shows the deal, the account, the amount and the chance.
3
Click List
The deals show as rows with Stage, Amount, Prob., Owner, Days and Close by. Click Board to go back.
4
Narrow the deals with Every owner or Every account
Pick one person or one customer. The board and the list both follow.
5
Tick Show closed
Won and lost deals are hidden until you tick it.
Open a deal, check the amount and team, and close it
Do this when you work a deal day to day. The guide shows each control and does not save anything.
1
Click a deal on the board
The deal page opens.
2
Read the Amount
The amount is the total of the deal's lines. The page also shows Stage, Probability and Owner.
3
Use the Stage list
The list has Qualify, Propose, Negotiate, Won and Lost. Choose Won or Lost only when the deal is finished.
4
Click + Add someone
It sits under TEAM, at the bottom of the Overview tab.
5
Choose the person and their role
A new row appears with a list of people and a list of roles. The × at the end of the row removes it.
6
Click Save
Save keeps what you changed on the page. Nothing is kept until you click it.
7
Look at Convert to Standard Quote
The button is at the top right of the deal page. The Lines and Quotes tabs hold the deal's lines and quotes. This guide does not click it.
