In this section you can create and manage your deals  to track their status during the sales cycle.

1) Create a new Deal

• Company:  Select a previously created company or create a new one to relate it to the Deal.
• Contact person:  Select or create a new contact person to relate it to the Deal.
• Deal Value:  Assign a monetary value to the Deal to calculate the income you will get if you win the Deal.
• Currency:  Select the currency with which you will invoice the Deal in case of winning it.
• Pipeline Stage:  Select the stage of the pipeline in which you want to initially assign this Deal, for example:  Lead, Contact, Negotiation.
• Assigned to:  Select a user to be responsible for this Deal or mark it as "Unassigned".
• Tags:  Assign a tag or create a new one to filter your Deal in the "List" section .
• Expected closing date:  Add the day you think the Deal will close for the analysis of the "Forecast" section .
• Chance Probability:  Select if you want "Inherit the probability of the stage defined in the pipeline" or otherwise you want to add a  "Custom Probability" that will not change when changing stages.

2) Edit and manage an Deal

By editing a deal you can modify the previously created fields . In addition, clicking on the Deal  will open a dropdown in the right section where you can:

• Modify the status of the Deal:  You can manually select the state to which you want to change the Deal.
• Get a summary: You can check the value of the deal , the value adjusted to the probability based on the state of the Deal, see the number of total and completed activities and the personalized fields of the Deal.
• Manage the contact:  You can quickly access the contact and add notes, create documents or send emails. In addition to seeing a summary of your sales and expenses and checking all the Deals and activities related to the contact.
• Manage activities:   You can check the activities assigned to this Deal and edit them directly from the sidebar.

Side Dropdown :  From the side dropdown that will open when you click on a Deal, you can perform quick actions (create a note, document) or check the most relevant information of the Deal and contact.

3) Use the "Pipeline" view

The pipeline view will allow you to visually see what status each Deal is in and you can:

• Change the State of Deals: You can do it by  "dragging" with the mouse each Deal from one state to another.
• Mark a Deal as Won:  To do so, place yourself above a Deal and drag it to the lower section where a "Won" button will appear . 
• Mark a Deal as Lost:  To do so, place yourself above a Deal and drag it to the lower section where a "Lost" button will appear . 
• Delete a Deal:  To do this, place yourself on top of a Deal and drag it to the bottom section where a "Delete" button will appear .
• Change a Deal's Pipeline:  To do this, hover over a Deal and drag it to the bottom section where a "Different Pipeline" button will appear and select the pipeline to which you want to transfer the Deal.

4) Use the "List" view

The "List" view will allow you to have a list with all the available fields of the Deals by Pipeline so that you can apply Filters or export it to Excel. 

5) Use the "Forecast" view

With the Forecast view you will have a vision by days, weeks, months or Quarters  of the expected closing date for deals and the monetary value taking into account the phase in which the deal is.

• Date:  In the upper section, select the type of period (Day, week, Month, Quarter) using the arrows, scroll through the different periods.
• Monetary Value:  The value that will appear to you will be the calculation of the Total Value of the Deal by applying the% probability of achievement  depending on the stage you are in or the% applied manually when creating the Deal. 

6) Filter your Deals

In any type of view you can filter your deals according to these criteria:

• Stages:  Select which Stage you are on
• Value:  Select if the deal should be of equal, greater or lesser value than what you specify.
• Status:  Select based on "Won", "Lost", "In progress"
• Company:  Select the company for which you want to filter the deals
• Created:  Select the date the deal was created.
• Expected closing date:  Select the closing date assigned to the deal
• Closing date:  Select the actual closing date
• Search by word:  Type the word and only the deals that contain that word will appear in the title of the visible fields.

7) Eliminate a Deal

Once you know how to manage deals, learn to create and manage activities related to them.