In this tutorial, we'll show you how to manage the deals in your pipelines, and what to include in each section of the deal's details.
Manage a deal
Manage a deal by clicking on it from the Deals screen.
All the information regarding the deal will unfold. Below, we'll explain what each section represents.
Stage in the pipeline
Here you'll see what stage in the pipeline your deal is in, and what stages are left until the deal is closed.
Primary contact
In this section, you'll see the primary contact for that deal and their primary information. In other words, the person you're speaking you to gets to close the deal.
Deal details
Here you'll find the details of the deal:
Estimated value: the estimated value for the whole deal
Positions:
Position: the item, product, or service
Quantity: the number of items
Unit: how many pieces, if it's a product, or how many hours if it's a service
Net value: the net price of the item
Net total: the sum of all net values
Tax: the tax calculation over the net value
Tax total: the sum of all tax calculations
Net amount: the net value, plus the tax
Total: the sum of all net amounts
NOTE: for the moment, the default currency is Euros, but we're working on offering more currencies shortly. Suggest yours in our Roadmap.
Tasks
Here you'll find all the tasks associated with the deal.
Qualification
The BANT qualification values you introduced when qualifying the lead. This can be modified at any time with the ✏️ icon in the upper right corner of this section, Edit details.
Additional contacts
Here you'll find the other contacts associated with this deal.
