As such, each deal represents a sales opportunity. So you can have multiple deals within an organization.
Deals consist of two sections: (1) Prospect, and (2) Close.
A prospect is a deal that are “work-in-progress” before handoff to closing.
Once a prospect is marked as
Qualified, the deal gets sent to a pipeline.
This is when the Pipeline Stage begins.
In the pipeline, drag and drop each deal card to update its stage accordingly.
Add a new Deal
You can add a new Deal by clicking
+ Deal in any of the Prospect or Close menus (e.g., Potential, Working, Nurturing, and Pipelines).
Alternatively, you can add a new Deal from the Organization Detail page. This allows you to link the Deal to that Organization directly. Note that deals are always tied to an organization.
Each deal has a unique ID (e.g., DEAL-1234) - this makes it easier to reference when discussing a specific deal with your team.
Add information to a Deal
In a Deal, you can add information such as:
- Organization: The organization you’re selling to (this is required)
- Person: Main point of contact from the Organization
- Value: Value of the sales opportunity
- Prospect status (this is required)
- Assignee: Who is leading the deal from your team
- Notes: Short description or progress update on the deal
Creating a new Organization will create a new deal with the
Potential status. This allows you to save time creating a corresponding deal for each Organization you create.
Marking a deal
Qualified status will send the deal to the Close menu — the pipeline.
This automates the SDR -> AE handoff process: when SDR finds a qualified opportunity, they will route the deal to an AE.