Manage Deals

Manage Deals

Deals are important as they generate revenue for the organization. Ideally, Deals undergo the complete sales cycle, right from identifying the right prospect to the deal being won or lost.
 
For example, you own a web hosting company called Zylker. James the Marketing Manager of XYZ corporation likes the package you offer for complete web hosting and wants you to host a website for his company and gets in touch with you regarding the same. 

Now, James is the Contact associated with the company XYZ Corporation. The deal here is hosting a website for XYZ Corporation. 
 
Before finalizing, the deal has to go through the following stages defined by Zylker. They are
  • Qualification
  • Needs Analysis
  • Identify Decision Makers
  • Quote price 
  • Negotiation
  • Closed won/lost
These stages are collectively known as Sales Pipeline. 
 
Likewise, many deals can pile up and there is a need for organizing them accordingly to ensure you achieve the expected revenue.
 
Bigin allows you to specify your sales process and start adding deals inside your account. You can see the number of deals present in a specific stage and how they are performing. Moving them across stages is done with a simple drag and drop. Various activities have to be performed to close a deal successfully. You might have to carry out certain tasks or get in touch with customers via call, etc. All these can also be recorded for a deal in your Bigin account.


Create Deal 

Bigin allows you to create Deals in the following ways:
  1. Create Deal individually
  2. Import deals 

Create Deals Individually

To create deals individually
  1. Go to the deals module and click .
  2. Enter the details in the Create deals page.


  3. Click Save.

Import Deals

When you have a huge list of deals in a spreadsheet and you would like to add them in your Bigin account, you can import the file and they will be added as Deals. See More.

View Deals

Bigin allows you to view the deals that you have created in two ways:
  1. List View
  2. Pipeline View

List View

The Deals list view displays the deals one after the other in rows and columns. The list view is helpful when you wish to see the maximum details of your deals at one glance.


Pipeline View

The pipeline view is helpful when you specifically want to see view deals categorized by their stages. A single glance at the pipeline view will tell you which deals are in the Closed Won stage, how many in the Closed Lost stage, Negotiation/Review stage and so on and so forth. This view is also applicable when you customize the Deal Stages.


Edit Deals

You can choose to edit the deals that you have created.

To edit Deals
  1. Go to the Deals module.
  2. Select either List View or Pipeline View
  3. Hover over the record which you would like to edit and click the edit button or select the record which you want to edit and click the edit button.

  4. Make the necessary changes and click Save.

Delete Deals

Deals once added can be deleted if no longer necessary.

To delete Deals
  1. Go to the Deals Module.
  2. Hover over the record which you would like to delete and click More > Delete.
    Alternately, select the record which you would like to delete and click More > Delete.

  3. Give your confirmation in the popup and the record will be deleted.



    • Related Articles

    • Creating Deals

      In Zoho CRM, you can create deals by: Entering data in the deal details form: You can manually fill in the Deal details gathered from various external sources. Importing deals from external sources : You can gather data through various sources and ...

    • Working with Deals

      In any sales organization, deals are the most important records to generate the real revenue for the organization. In a typical B2B organization all deals have to undergo a complete sales cycle, which starts with identifying the hot prospect and ends ...

    • Sales process: Closing deals

      Edition: Paid editions | Industry: Applicable for all industries | Features: Integrations with Zoho products and built-in features  Lead generation and Lead engagement use cases described the methods used to generate, manage, and engage the leads. ...

    • View Deals

      The Deals module will have lot of records and viewing them all at once is ineffective. Bigin allows you to group records of the same kind in a particular view. There are various standard views available such as My Deals, Closing this Week, Closing ...

    • Filter Deals

      When there are lot of records in the Deals module, using filters will help find the required set of records easily. There are various set of advanced filters available such as: Time based filters, based on activities carried out,  deal stage, email ...