A deal can also be known as a leads or sales opportunity to sell your products and services.

You'll need to assign your deals to the right pipelines you have created. Pipelines help you to track the progress for every prospect until they have been successfully converted into customers.

You can also forecast the sales revenue based on the deals you are working on at the point of time.

For each pipeline, you'll see the values and number of deals in one glance.

Create a deal 

On Deskera CRM system, click Deals at the sidebar menu. Next, click Create Deal at the top right-hand side of the page. A dialog box will appear, and you'll need to fill in the fields as stated:

  • Deal name
  • Contact name
  • Phone
  • Email
  • Organization name
  • Currency & Deal Value
  • Select Pipeline
  • Pipeline Stage
  • Closing Date
The sales pipeline
The sales pipeline 

Alternatively, you can add deals by clicking the Add symbol in each of the pipelines you have created.

You can drag and drop every deal to different stages in the Pipeline.