Juvaro Help Centre
Dansk

Deals

Open a deal on a company, move it through the steps, set the outcome and read the forecast.

Who can do thisCRM UserCRM Administrator

A deal is something you are selling to a company. It stands on a step of a sales process, and its value times the step's likelihood is its weighted value in the forecast. Deals live in the Deals panel on the company page.

1/7In the Deals panel, click Open a deal.

  1. In the Deals panel, click Open a deal.
  2. Say what it is, pick the process and step, and add a value if anyone has estimated one. Empty is not zero.
  3. Click Open the deal.
  4. The deal shows with its weighted value: value times the step's likelihood. Click Details.
  5. Choose a step under Move to step and click Move.
  6. The move is added to What happened.
  7. The table now shows the new step and weighted value.
WalkthroughOpening and moving a deal. After it is opened, only the step and the outcome change.

Open a deal

  1. On the company page, click Open a deal in the Deals panel.
  2. Fill in What is it (required), Process and Step.
  3. Add a Value if someone has estimated it. Leave it empty otherwise: empty is not zero. An un-estimated deal is left out of the weighted total and counted beside it.
  4. Add Expected close, Up against (a competitor) and Owner. Owner is a plain text box; type a name.
  5. Click Open the deal.

If no sales process with a live step exists, CRM says so and you cannot open a deal; ask an administrator (see Sales processes, steps and loss reasons).

Work a deal

Click Details on the row.

PictureA deal's details, as a CRM Administrator sees them. You can move it and set its outcome, but not change its name, value, close date or owner once it is opened.
  • Move to step: choose the step and click Move.
  • Set the outcome: Open, Won or Lost, then Save the outcome. Lost asks Why it was lost when the workspace has loss reasons.
  • What happened lists every move, oldest first, with the step names as they were then.
  • CRM Administrators can Take out of the forecast and Put back into the forecast. A deal out of the forecast cannot be changed until it is put back.
  • Close folds the details away.

A deal cannot be edited after it is opened

There is no edit button. Once a deal is open, its name, value, expected close and owner stay as typed. Only the step and the outcome change. If something is wrong, set the outcome and open a new deal.

Reading the panel

  • Columns: Deal, Step (name and percentage), Value, Weighted, Expected close, Outcome and Details. The outcome is plain text, not a chip.
  • Under the table, "Weighted total on this page" and the number of deals with no value. These figures describe only the deals shown, not the company's total.
  • Filter with Outcome (All by default) and Include retired; Show more loads more.
  • Amounts are in the company's currency; a deal has no currency of its own.

Recording acceptance of a quote linked to an open deal marks the deal Won. See Quotes. Tasks on a deal show in its details as Tasks on this deal.