Creating Deals

Deals help you track sales opportunities for specific facilities. Every deal is tied to a facility and moves through your pipeline stages.

Creating a Deal

From Company Drawer

1. Click any facility in the search results
2. Open the Company Drawer
3. Go to the Deals tab
4. Click New Deal
5. Fill in the deal details
6. Click Create Deal

Deal Fields

Deal Numbers

Every deal gets an auto-generated number (e.g., D-10001, D-10002). This provides a unique identifier you can reference in conversations and notes.

Choosing a Primary Contact

You can set a primary contact for each deal:

From Database

If the contact exists in the People tab:

1. Toggle to "Select from facility"
2. Choose from the dropdown of facility employees
3. Their name and title are linked to the deal

Custom Name

If the contact isn't in the system:

1. Toggle to "Enter custom name"
2. Type the person's name
3. The name is stored as text

Adding Multiple Contacts

Deals can have multiple people associated:

Primary Contact

The main decision-maker (set when creating the deal)

Additional People

Other stakeholders involved:

1. In the deal modal, find "Additional People"
2. Click Add Person
3. Choose from facility people or enter a custom name
4. Optionally add a role (decision maker, influencer, etc.)
5. Repeat for additional stakeholders

Editing Deals

To edit an existing deal:

1. Find the deal in the dashboard or facility drawer
2. Click the deal to open the Deal Modal
3. Make your changes
4. Click Save

Deleting Deals

To delete a deal:

1. Open the Deal Modal
2. Click the Delete button
3. Confirm the deletion

Warning: Deletion is permanent. All activities associated with the deal are also deleted.

Deal Best Practices

Meaningful Names

Use descriptive names that indicate the opportunity:

• "Lubricant Supply Contract 2025"
• "CNC Coolant - Plant A"
• "Maintenance Services RFP"

Set Values

Even rough estimates help with forecasting. Update as you learn more.

Add Close Dates

Close dates enable revenue forecasting. Update as timelines change.

Associate Contacts

Linking contacts helps track who's involved and enables quick access to their information.

Log Activities

Record every meaningful interaction in the activity timeline (see Activity Tracking).

Viewing Your Deals

All your deals appear in multiple places:

Home Dashboard

• Kanban board organized by stage
• Deals table with filtering
• Revenue forecast

Facility Drawer

• Deals tab shows deals for that facility
• Quick access to create new deals

From Contacts

• The Person Modal shows which deals a contact is associated with