Deals

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.

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.

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.

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.

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.

Last Updated: 17.03.2025

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

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.

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.

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.

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.

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.

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.

Last Updated: 13.03.2025

Article has been moved to another section. You can find the relevant information here: Pipeline basics.

Last Updated: 13.03.2025

Article has been moved to another section. You can find the relevant information here: CRM system basics.

Last Updated: 13.03.2025

Article has been moved to another section. You can find the relevant information here: 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 manage team members.

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.

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.