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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.

To do so, go to CRM -> Deals, select the "Kanban view" and drag&drop the Deal you wish to change the state for.

Deal filtering

In the CRM ->Deals section, you have a full view of the deals in your pipeline.

In "Kanban view" you can filter them by pipelines, activities, statuses and assigned agents:

While in the "Table view", you will find more granular filters - click on the funnel icon on the right side of the screen to explore them:

You can also easily save the set of filters as a Segment:

Then, easily navigate to this segment in the Table view:

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 -> App 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.

In the screenshot below, you can see the deals with Overdue, Planned, and Recently Finished Activities, as well as those without any Planned Activities:

To filter deals by their activity status, use the drop-down menu shown in the screenshot below:


Management without measuring results is not possible. You can create your own Deals dashboard in Analytics section. You can find it in the main, top menu.

When adding a new widget, click on the "Deals" section to explore the available widget types and their settings:

You can also use the widgets based on the Deals segments:

Automatic deal management

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



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