Track deals in the pipeline

The pipeline follows deals with other businesses, for example a supplier to restaurants or an agency, from the first contact to won or lost.

Before you start

• You need Change the CRM: tags, notes, consent, segments, campaigns, deals to create and move deals. See the CRM is enough to read the board.

Steps

1. Open CRM → Pipeline.
2. Scroll to New deal and fill in the deal: its title, the customer (optional), the value, the expected day, the owner (a member of your team), the next step and its day.
3. To link a quote: when Books is on, pick one of this month's Books quotes; otherwise type the Quote number.
4. Select Create the deal. It appears in the Lead column.
5. To move it on, select the To … button on its card (for example To Contacted). Select Lost to close it as lost.
6. Select a deal's title to open it below the board.
7. In the open deal, change the details and select Save.
8. To move it to any stage, pick the stage, type Why lost if it is lost, and select Move.
9. Type a note and select Add.
10. Choose a picture or a PDF and select Add the file.

The conversion report

The tiles above the board show:

• Open deals: the value of everything in Lead, Contacted and Quote.
• Win rate: won deals out of all closed deals.
• Days to win: the average days from creation to won.
• Won: the number and value of won deals.

Pick a person in the owner list and select Search to see only their deals.

Good to know

• The five stages are fixed: Lead → Contacted → Quote → Won / Lost. A deal can move from any stage to any other; Reopen brings a won or lost deal back to Lead.
• The History keeps every move, with who and when. A lost deal keeps why it was lost.
• Books quotes: the list offers only this month's quotes. For an older quote, type its number; the deal then shows the number without a link.
• A deal that has not moved for the days set in Settings → CRM settings (14 by default) raises a Deal stuck owner alert. See CRM reports and alerts.
• Deal files are stored privately and deleted with your account. There is no preview: select a file to download it.
• The board moves deals with buttons, not by dragging.
• A deal hangs on a customer of your customer list; there are no separate leads with their own contacts.