Using the Deals Tab - AssignCRM

Using the Deals Tab

What's It For?

The deals tab is where you manage all of your deals that aren't yet customers. So that means all of your leads, prospects and opportunities. Once a deal closes, it'll go onto the Customers tab which we'll discuss in a later section.

The main view for the Deals tab is the Pipeline View, which shows you each stage of a deal as tile, containing the list of deals that are at that stage. This is handy to see a quick view of your pipeline.

At the bottom of each tile is a link that lets you easily add a new deal at that particular stage. For example if you click "Add Entry..." under Leads, then it'll pop up with a form that lets you enter in a new deal, automatically set to the stage "Lead". You can update that stage to whatever you want.

You can also quickly update a deal's stage by dragging it from one tile to another. For example if you know that you've setup a meeting for a particular lead, you can drag that deal from the Leads tile to the Meeting tile, and it'll update the pipeline stage automatically.

If you're a sales person, the deal page is probably where you'll spend most of your time. Now we'll look at it in more detail.

Next Topic: The Pipeline