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Amman, Jordan[email protected]+962 795 900 124
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Client loginالعربية Amman, Jordan[email protected]+962 795 900 124

Sales: from lead to paid

Your deals

Deals are the sales you are working on, stage by stage, with their value.

Where

Leads / Deal › Deals

Who

Anyone allowed to see deals.

Under the screen's name one line counts the open deals, their value and how many are stalling. Three figures follow: Open pipeline, Win rate and Avg. days to close. Press a stage (for example Proposal Sent, Closed Won, Closed Lost) to see only its deals. ▦ Board shows one column per stage; ☰ Table shows rows.

The Deals screen: the figures, the stages and the deals
The deals of one stage only

When deals have not moved for days, a warning line says how many and how much value is at risk; press View → to see them.

1
Press + New deal. Choose the Customer and type the Deal name (both must be filled). Add the Value with its Currency (the customer's own, unless you change it), the Owner, the Agent when the deal is for a sales agent, the Service type and Size (they choose the project template when the deal is won) and, if you know it, Project starts on.
The New deal form
2
Press Create deal. It joins the board.

This is for renewals, upsells and anything that did not come through a lead. Most deals start from a converted lead instead.

What Flowrica does here

She can make the deal with you, one question at a time (Create a deal); nothing is saved until you press the form's own button. You can also ask her about this screen, for example Who do I call first today?

Before: Convert a lead · Next: Win or lose a deal