Work on a deal
Keep notes, tasks, emails and files on a deal, and mark it won or lost when the client decides.
Each deal has its own page with its history, notes, tasks, emails and files. Use it to follow up, and to record the outcome when the client decides.
Open a deal
Open CRM › Deals and select a deal from the table or board.
- The header shows the deal's stage, such as Qualified · 2 of 5 stages, with Won, Lost and Edit.
- Actions adds a New note or New task.
- The tabs hold the activity, emails, notes, comments, tasks and files.
- The details panel holds the value, dates, people, your custom fields and Related Contacts. Click a value to change it.
Mark a deal won or lost
- Open the deal.
- Choose Won or Lost.
- For a lost deal, pick a reason under Why was it lost?: Budget, Went with competitor, No response, Timing or Other. Add a note if it helps.
- Confirm with Mark as won or Mark as lost.
You're done when the deal moves to the pipeline's Won or Lost stage. A lost deal shows its Lost reason at the top of the page.
If the client comes back, choose Reopen. The deal moves to the first open stage of its pipeline.
Bookings on a deal
When a contact books through one of your booking pages, the booking is added to their most recently updated open deal, with the answers they gave. An event type can also move that deal to a stage you choose with Move their open deal to. Deals only move forward, and no new deal is created. See Event types.
Good to know
- Dragging a deal onto a Lost stage doesn't ask for a reason. Choose Edit to add the Lost reason afterwards.
- Choose Edit to change the status or lost reason later.
- Winning a deal makes its leads customers. Contacts on the deal marked Lead or Prospect move to Customer. A customer is never moved back.
- Add a task for the next step after every call, so the deal doesn't go quiet.