Deals
How to track a deal with a contact, its value, delivery period, outlook and status, and where to see the team totals.
What it is for
A deal records a specific business deal with a contact: how much it is worth, for which period, what state it is in and who on the team is responsible for it. The Deals section shows all deals you can see, with totals. Clicking a deal opens its detail next to the list (Deal detail); changes are under Edit.
How to
- In the contact detail, click "+" in the Deals block and fill in the name and value.
- For a recurring deal (monthly or yearly), enter the start and length under Delivery period: an end date, a number of periods, or Indefinite. For a one-time deal you can enter the delivery date.
- For an open deal, add the expected close date and probability under Outlook.
- When the deal is decided, change its status. For Lost and On hold you can pick a reason and add a note.
Good to know
- Total for the period = amount × number of periods. A started period counts in full. For an indefinite deal the app shows the amount per year.
- The summary in Deals keeps one-time, monthly and yearly amounts apart and adds the contract value. For open deals it also shows the outlook: the amount multiplied by the probability. Currencies are never converted.
- End of the period: for a won deal with an end date, the owner gets a task 30 days before the end (you can change the lead time on the deal, 0 = no reminder). The Renew button creates a follow-up deal for the next period; the current one keeps its price and history.
- Type, other people and attachments: pick a deal type from the list the admin manages in Space settings (Deal types). Under Other people you add other contacts with their role (decides, signs, pays, influences). A shared contact's deal accepts only shared contacts. Under Attachments you keep the offer or contract, at most 20 files of 10 MB each.
- Revenue: the switch above the list shows a chart of monthly revenue from won deals and the outlook from open ones, in total or by member. Team counts shared contacts only.
- Owner is the team member responsible for the deal. The owner, the contact owner and space admins can change it and edit the deal. Every change is recorded in the deal history.
- Everyone who can see the contact can see its deals. A private contact's deals are visible only to its owner.
Frequently asked questions
Why is a recurring deal not in the contract value?
It has no period. Add the start and length and the deal is counted in the contract value.
Does a deal change the contact's stage?
No. You can create a deal in any stage and it changes neither the stage nor the relationship.