5.2 EN


A deal is a piece of information pertaining to a potential sale or opportunity-it that you’ve identified and are managing through your sales pipeline. The pipeline represents the key milestones in your Sales process that each opportunity typically passes through. It helps your Sales team to stay organized by understanding what stage each deal is at, and for management to manage the progress of your Sales and Sales team.
As a deal progresses through the pipeline, it starts in the first stage and moves from left to right. So that you will get the final result, namely Won or Lost deal.
You can access this page by going to the Dashboard or Sales Activity menu > Deal.
Component Explanation:
A stage is a step in your sales process.
Deals card
The following is the information on the deals card:
  1. 1.
    Deal Number: A unique number for each deal.
  2. 2.
    Deal Name: Name of your deal.
  3. 3.
    Contact Person: A person who represents the company can be contacted to discuss the deal.
  4. 4.
    Value: Estimated value of deals.
  5. 5.
    Expected Close Date: Date you estimate the deal will be closed.
There's two notification type:
  1. 1.
    Rotten: indicates that the deal has been idle for more than the period defined. On the rotten one, you may find the rotten label on the right top of the deals card. For further explanation, refers to 'Pipeline-Add New Pipeline'.
  2. 2.
    Overdue: indicates that the deal already passed the expected close date. On the overdue one, you may find the deals card change into red.