Get Started with Deals inside Aritic Sales CRM

Go to the Left navigation -> Click on “Sales” -> Click on “Deals“.

To create a new Pipeline -> Click on the “Sales Pipelines“.

Provide the Pipelines information and click on “Apply“.

To create a New Stage under the Pipeline Click on “Sales Stages“-> Provide the Information and select the required Pipeline and then click on “Apply” Button.

To create a new deal -> Click on the “+Add Deal”.

If List View is required then Click on “List View“.

The Deal module also provides with various of Reports like shown below.

 What are the deals?

Treat deals as a way of identifying qualified leads as sales opportunities. Deals are the contacts which should no longer sit dormant in your database. They’re already in your pipeline and on track to become customers. When we create a deal, we assign to an internal team member. He monitors and manages the movement of deals from stage to stage in your pipelines.

 What are pipelines?

Pipelines are business processes that may be sales-related, and otherwise, e.g., sales pipelines could be “Orders” or “Sales.”  This term represents the entire process of converting qualified leads into customers.

Set up pipelines (or processes) for your business as per your need as Aritic Sales CRM does not limit the number of active pipelines you can create.  

What are the stages?

There are different stages in pipelines. As pipelines are business processes, so consider stages as steps that deals must advance through to complete these processes (and often, for you to close sales). 

The stages could be “Currently In Contact” and “Need To Contact” and “Send Proposal,” etc.

Open deals are those leads that are active. You can achieve the goal of the pipeline (e.g., sell a product or on-boarded successfully) by Won deals. Lost deals are those leads which enter the pipeline but do not get converted.

Won or Lost Deal

Click on the deal -> in the page there are option to make the deal as Won or lost.