CRM > Deals / Deal page

Deal page

A deal's page stores all important information about the deal: the customer company name and contact person, the deal amount, current tasks, statuses, etc. You can change this layout as you wish by, for example, adding or deleting fields and making them required.

 

Activity stream

All the deal's history is shown on its activity stream on the left-hand side of the deal's page Here the sales rep working with the deal can leave a comment, attach a file or discuss an issue with coworkers.

Deal activities

To the right of the activity stream you can see all the current and completed activities. You can schedule new activities by choosing them from the drop-down list. Select the type of activity that you need, and assign an executor and a due date.

The activity will be added to to the deal page, to the Calendar and to the assignees's outgoing tasks.

A phone call, meeting, web meeting or a task can be completed right from the deal's page by clicking a corresponding button. In case an activity was unsuccessful, QuickBPM will ask you to specify the cause and will show your comment on the activity stream.

You can read more in Deal activities.

Deal details

The panel on the right-hand side shows the general information about the deal. To add or to edit the data, click Edit.

You can specify:

    • Budget
    • Planned closing date
    • Address
    • Similar deals
    • Duplicates
    • Associated company
    • Associated contact

This list can be expanded depending on you needs. For example, you can add information about where the lead came from or specify its industry. We have described the details of how this can be done further down below.

Deal status

The right panel also displays the deal's current status. If changing statuses manually is enabled, the sales rep can click Change and select the required status from the list. In case of a failed deal, the system will ask the sales rep to specify the reason why the deal has failed. For more information on working with statuses, read Changing deal status and closing the deal.

By clicking the Select pipeline link you can move a deal to a different pipeline. To read more about working with pipelines go to Setting up a pipeline article.

Customizing deal page

начало внимание

Please note that these settings are only available to the users included in the Administrators group.

конец внимание

A standard deal page contains many different fields so that you could specify as much information about your customers as possible. Still, you might need to add another field so that the page fits your needs perfectly. This field will not only store information, it will also participate and search and you will be able to use to for filtering deals.

Switch to editing the page by clicking the gear icon 6.png to the right of the app's name and select Form settings.

or

open the page of any deal and click Form settings in the top right corner.

A window will open displayed the list of all the fields used on the page. You can switch between tabs to change how the page looks when created, viewed or edited. For more information go to Configuring forms in advanced mode.

начало внимание

Please note that these settings will be applied to all the deals in all the pipelines.

конец внимание