Sales Pipeline: Deals
Add a Deal
Want to add someone new to one of the stages? Hover your mouse over the stage you want to add to, then click the plus icon (it will say Add deal) which will open up the place to add a new deal.
- Give the title of the deal (you could use what you are selling, or the name of person you are selling to)
- This is where you add the people you are selling to, either they can be an existing contact within Groundhogg or you can create a new contact
- Assigned to is who very similar to the contact owner, if everyone was commissioned based then you can tell who gets the commission at the end. Projected close date is where you can put in the date it’s expected to close.
- Priority is where you can put the priority so if it’s very important there can be a high priority. Close probability is from 0 to 100, the probability of the deal closing.
- That project’s is that person interested in, what are you selling it for, and how many are you selling.
- You can add any custom properties you want to include.
Move a deal
If a deal has progressed then you can move it upon the next stage. To do this hover your mouse over the deal you want to move and drag it over the stage you want to move it.
The deal will then open up and you can make other changes you want, hit save changes then you can close it.
Edit a deal
If you want to edit a deal you can do so by double clicking on the deal which will pop-up and let you edit everything related to the deal.
Add notes to a deal
If you have a call or meeting of any sort regarding the deal then you should include a note on it. Edit the deal then in the notes section to the right, click the plus icon on notes to add a note. The note doesn’t automatically include the date you enter the note so you will have to enter it if you feel it’s important.
Mark a deal as won or lost
If a deal is complete or not continuing you want to make sure to update the deal. Go into editing the deal and at the top where it shows the name of the deal there is a thumbs up and down and you can click the corresponding one (thumbs up for won, thumbs down for lost).
Manage custom properties for a deal
If there is anything you feel like should be included in the deal that can’t be included in notes then you can add a custom property which will be available on this pipeline. When you click add custom properties you will be required to enter the property name first, then add the field with the type of field you want. After you hit the create field it will be created and show up within the deal.
You can edit that custom property and add as many fields as you want in it. This can be done by hovering over the custom property and to the right, there are three dots where you can add a field, add a group, rename or delete the custom property.
Search for deals
Want to find a specific deal? You can do that with the search function built into Pipelines. There are two ways you can do this, either filter or search.
Filter
When you are in a pipeline you can filter the same way you can filter contacts, click the funnel icon at the top row then the plus icon and you can filter based on whatever you want. Right away your pipeline view will change to only show the deals that match your filter.
You can remove the filter by clicking the clear filters button which will show you all your deals. To close the filter you can click the x icon that is just below the filter icon.
Search
If you want to do a quick search for a deal name you can do that as well. When you are in the pipeline in the top row there is an icon for quick search, you can click that and search for the deal name you need to find. At this moment you can only do a quick search by deal name.
Send an email to contacts associated with a deal
If you want to email everyone involved in a deal you can do that. Go into editing a deal, and click the email icon along the row of the deal name. This will show what looks similar to Gmail where you can send that email, if there are multiple people as contacts in the deal then all their email addresses will be there. If you aren’t the account owner and sending an email then the account owner will be cc’d on the email.
Add a deal using a funnel
If you are using a funnel then a deal can be added within any funnel. What you are looking for is to create a deal under actions.
Create deal gives you the tools to create a deal using the information you gather from other means. You can also use conditional logic if you use that.
- Name the deal
- Assign the Pipeline and step
- This setting will not only assign the deal to the selected owner but will update the contact's owner as well so they are synced.
- Set the time period in which the deal will close
- Set the percentage chance that the deal will close
- Select a priority(High, Medium, Low)
- Add product(s) to this deal
- Any notes you wish to add?
Move a deal using a funnel
Inside of a funnel you can move a deal, as long as the deal has already been created then you can move it to any pipeline or stage you have. This is available under actions, move deal. You can use conditional logic here as well.
Deal won and closed inside of a funnel
Did you win or lose a deal? Inside of a funnel you can decide what happens next. You first need to add the deal moved benchmark to your funnel, select won or lost as the pipeline (which will be at the end of the list) then you can decide what happens after that.
