...
Deals are the sales opportunities within a Pipeline. Users can create a deal as soon as they can enter a value for the sale. Users can associate deals with Prospects and Organizations, and keep up to date on tasks from the Manage Deals page.
...
When sorted by task, Cards will order Stage Rot > Overdue > Due Today > Future Due Date > No Task.
Consolidated Pipelines
Consolidated Pipelines combine multiple Pipelines into a single Pipeline. Linking a standard pipeline to a consolidated pipeline shows all deals from standard pipelines in a single consolidated pipeline. When a consolidated pipeline is created both the deal management page and sales dashboard will have an option to view consolidated pipelines and deals.
| Info |
|---|
Both standard and consolidated pipelines must have the same number of stages. Once a standard pipeline is linked to a consolidated pipeline you cannot add stages, remove stages, or change the order of the stages. |
Creating a Consolidated Pipeline
- Navigate to Setup > App Setup > CRM > Pipelines
- Click the down arrow to the right of the New button and choose Consolidated
- Enter information for your new Consolidated Pipeline
- Link your Standard Pipeline to a Consolidated Pipeline by choosing the down arrow next to the Standard Pipeline and selecting Link to Pipeline.
- You'll have two choices when linking your existing Pipelines to a Consolidated Pipeline.
- To link to an existing Consolidated Pipeline (left) keep the toggle off and select the existing Pipeline from the dropdown.
- To create a new Consolidated Pipeline turn the toggle on and give the Consolidated Pipeline a name.
| Choose an existing Consolidated Pipeline with similar number of stages | Create a brand new Consolidated Pipeline with a new name |
|---|---|
|
|
- Click the Save button
Adding Deals into a Consolidated Pipeline
- Navigate to Sales > Deals and select your standard Pipeline. Both Standard and Consolidated Pipelines will now appear under the Pipeline dropdown.
- When you create a Deal in your Standard Pipeline it will mirror into the Consolidated Pipeline.
- When moving Deals to different stages in your standard Pipeline the updated stages will also reflect in the Consolidated Pipeline. Note, it is not possible to move Deals to different stages from a Consolidated Pipeline.
Analyzing a Consolidated Pipeline
To view your Consolidated Pipeline Sales Dashboard do the following navigate to Dashboard on the left menu then:
- Click the dropdown at the top left and select Sales
- Select the settings button
- Select your Consolidated Pipeline from the Pipeline dropdown
Managing Deals
Just like Prospects and Organizations, each Deal gets its own profile. To reach the Deal Profile, either click on the Deal from the Pipeline, or click on the Deals Info Card in the other profile views.
...
- Change the Status field to Closed Won to view won Deals
OR - Change the Status field to Closed Lost to view lost Deals
Deals can be closed from the Deal profile page by clicking the WON button.
The Close Date will be updated to todays date depending on settings. The following settings provide control over the Closed Date:
- Automatically update and override the deal close date = When enabled the deal close date will automatically update to today's date regardless of the close date field having an existing value or not. If you do not want to override the existing value then turn this switch off.
- Let user set the deal close date if empty = When enabled the user will be prompted to provide more details on the closed deal. The prompt includes the option to update the closed-won date if there was no closed-won date already entered. As shown below, if this setting is enabled a prompt will appear after closing the deal asking the user to enter the Close Date.
To update the settings:
- Navigate to Setup > App Setup > CRM > Settings > General section
Trash
You can also add a Deal to the Trash. When a lead is trashed, it is completely removed from the Pipeline, and you will not see it on any of the Profiles or Manage Deals page. To send a Deal to the Trash, either use the drop-down menu in the Deals Profile or drag the Deal Card to the Trash bucket on the bottom of the screen.
...