Deals
How to work with a sales pipeline and manage deals
Deal management
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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.
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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.
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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.
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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.
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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.
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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
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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.
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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.
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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.
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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.
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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
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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.
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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.
Other (depr)
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Pipeline basics 🖊
Last Updated: 13.03.2025
Article has been moved to another section. You can find the relevant information here: Pipeline basics.
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CRM system basics 🖊
Last Updated: 13.03.2025
Article has been moved to another section. You can find the relevant information here: CRM system basics.
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How to create a document 🖊
Last Updated: 13.03.2025
Article has been moved to another section. You can find the relevant information here: How to create a document.
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How to manage team members 🖊
Last Updated: 13.03.2025
Article has been moved to another section. You can find the relevant information here: How to manage team members.
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Sources of automatically added deals and contacts 🖊
Last Updated: 13.03.2025
Article has been moved to another section. You can find the relevant information here: Sources of automatically added deals and contacts.
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How to transfer UTM tags from website subscription and payment forms to CRM 🖊
Last Updated: 13.03.2025
Article has been moved to another section. You can find the relevant information here: How to transfer UTM tags from website subscription and payment forms to CRM.
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