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Maciej Rzadkowski
Written by Maciej Rzadkowski

How to manage your CRM Deals

Once you have added new deals, you can start managing them in CRM.

What does it mean to manage a deal?

Creating deal profiles only makes sense when the information you gather is set in context. This is why it's crucial to keep all your deals in the right pipeline stage. Once you have a clear view of the stage your deals are in, it will be easier for you to work towards pushing them further along.

To ensure no deal is left behind, each deal has to be assigned to a particular sales agent who will be responsible for its activities. Your agents will then have the possibility to see deals assigned to them and keep track of their sales activities.

How to change the deal's stage

The easiest way to change the deal’s stage is to simply drag&drop it to the correct deal stage section.

Deal filtering

In the CRM - Deals section, you have a full view of the deals in your pipeline. You can filter them by their statuses or agents to whom deals are assigned. To apply filters, use the three drop-down menus as shown on the screenshot below.

Deal status

Proper deal management requires measuring results. That's why knowing which deals were won, lost, archived or are currently in progress is so crucial.

The easiest way to change deal status is to drag a particular deal and drop it in the proper place in the CRM - Deals section. This bar will appear when you start dragging the deal.

You can also change the status in deal's profile.

Loss reasons

Losing deals is perfectly normal - you can't please everyone all the time. However, knowing why you lost that one deal can be a great source of information.

When you move your deal to the "Lost" state, you'll see a pop-up asking you to select the reason. Simply choose the proper one or add a more detailed description. 

Apart from the standard deal loss reasons, you can create your own reasons that will best suit your business case.

Go to Settings - Main settings - CRM - Deal loss reasons and click "Create".

Deal activities

There are several advantages of assigning specific activities to a particular deal. Perhaps the best is that you'll only need a simple glimpse of your pipeline to know which deal requires some kind of action.

On the screenshot below, the colourful dots indicate if activities concerning these deals are planned, finished, overdue or if there're no activities planned for the deal.

To filter deals by their activity status use the drop-down menu shown on the screenshot below.


Management without measuring results is not possible. That's why in you have a simple and clear way to measure and analyse all your data:

  • CRM Reports

In this section you have statistics concerning the number of deals started, won and lost with regard to an agent, as well as historical data about the number of deals in all stages and pipelines. You can pick a time range or leave it blank to see all deals.

For example, you may want to see the number of deals with regard to their loss reason.

1. To do this, go to the People section and create segments for people with particular deal loss reasons. To learn how to create a segment, read this article.

2. Then go to the Dashboards section and create a new one.

3. Enter it and click "Add a dashboard widget".

4. Select "Segments" from the menu on the left.

5. Choose the appropriate segments from the drop-down list as shown below.

6. Click "Add widget" and save your dashboard.

Apart from custom dashboards, there is also a predefined widget that shows the number of deals by status.

Automatic deal management

In automation paths, you can use four modules related to Deal management. Learn more about them below: