Deals

How to work with a sales pipeline and manage deals

Deal management

  • How to create a deal

    Last Updated: 17.03.2025

    A deal is a card in your CRM dashboard that helps you evaluate your interactions with customers at different stages of the sales funnel. The main task of a CRM platform is to record all the requests from leads in the sales pipeline.

  • How to edit your deal

    Last Updated: 13.03.2025

    To manage deals effectively, it’s important to keep them up to date. You can edit your deal name, amount, due date, fields, contact information, and files.

  • How to change a deal stage

    Last Updated: 13.03.2025

    While working on a deal, you can change its stage to keep your team informed about its progress. This allows you to ensure data freshness and improve team collaboration.

  • How to add a quick deal

    Last Updated: 17.03.2025

    You can add a quick deal directly at the desired stage (status) of the kanban board. Use it to quickly add a deal while you are communicating with a lead. This kind of deal has fewer fields to fill out.

  • How to manage deals

    Last Updated: 17.03.2025

    To optimize your resources and better monitor your workflows, you can change deal stages and assignees and complete, delete, or share deals.

  • How to manage closed deals

    Last Updated: 17.03.2025

    In the SendPulse CRM, you can view and filter completed deal data and reopen deals.

Deal viewing

  • How to view deals

    Last Updated: 17.03.2025

    You can track deals and their data at all deal stages. In this article, we will talk about how to find your deals, select a view mode, and view deal cards and linked information.

  • How to find deals using filters

    Last Updated: 20.03.2025

    To quickly access your deals, use deal filter criteria. You can also save your frequently used filters and automate the search process.

  • How to work with deal history and comments

    Last Updated: 17.03.2025

    When working in sales or project management, you need to track a multitude of deals and interact with your team. To build your workflows effectively, you can view deal history, leave comments, and attach documents to discuss them with the team.

  • How to work with the calendar

    Last Updated: 13.03.2025

    Using the calendar in our CRM system, you can view deals by date to effectively manage resources and schedule deadlines.

  • How to export deals

    Last Updated: 17.03.2025

    You can export certain deal data from your CRM system to a file to use them for reporting, process them in a table, or import them to other storage services. You can also transfer deals to another pipeline and continue working with them there.

Pipeline settings

  • How to manage deal fields

    Last Updated: 17.03.2025

    You can add fields to deals to capture additional information. For example, you can add a product name, preferred shipping or payment method, and so on, and use that data for personalized communication.

  • How to manage tabs in deal cards

    Last Updated: 13.03.2025

    Tabs help organize information within deal cards and quickly find what you need. You can create and rearrange them to group data into relevant sections.

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