Feature Availability 

Introduction 

A deal is a sales opportunity that you are pursuing with a person or an organization. 

In a sale, a potential customer starts as a Lead and then converts into a Marketing Qualified Lead (MQL). After the process of Lead Nurturing by marketing teams, the MQL becomes a Sales Qualified Lead (SQL). Depending on whether the prospect agrees to buy from your company, the deal is won or lost. When a deal is won, the lead becomes your customer. Contact. You can save this customer as a Customer or a Contact record in the CRM.
If the deal is lost, the lead becomes a potential customer once again.

Here is an overview of the sales process in Vtiger CRM:

The Deals module makes deal-related information readily available to your sales team, easing their sales tasks. Deal-related information is available at the module and record levels, accessible via multiple views - List View, Summary View, One View, etc.

Using the Deals module, you can manage deal records with the following actions:

• Create a deal.
• Edit deal records.
• Set up multiple sales pipelines and assign them to deals
• Duplicate a deal to dynamically comply with a different sales process by moving it to a different pipeline. 
• Add or remove fields and blocks, reorganize field layouts, and set up key fields and mandatory fields under Module Layouts & Fields. 
• Set up workflows and save your time by automating your sales process. 
• Auto-assign deals as they come! Set up assignment rules and assign records automatically.
• Set up suitable currencies for your distributed sales teams.
• Monitor the sales team's performance.
• Generate different analytics.

Benefits

• Streamlined Sales Process: It lets you create and manage customized sales pipelines, providing a clear, visual overview of where each deal stands. This helps you move deals through stages efficiently.
• Enhanced Collaboration: It centralizes all deal information, making it a single source of truth for the sales team. Features like the Deal Room and internal comments improve communication and teamwork.
• Increased Productivity: It automates routine sales tasks, such as follow-up emails and alerts, which reduces manual work. The ability to perform quick actions directly from a deal record also saves time.
• Data-Driven Insights: The module provides valuable data for creating reports and analytics on pipeline performance. This supports accurate sales forecasting and helps you make better business decisions.
• Improved Customer Engagement: By integrating with other Vtiger modules it provides a comprehensive view of customer interactions. This allows for more personalized and effective communication throughout the sales journey.

• Creating a Deal
• Adding line items to a Deal
• Moving a Deal to a different pipeline 
• Viewing Deal records 
• Syncing a Quote with a Deal
• Workflows for Deals

Creating a Deal

You can create a deal in the following ways:

• From Deals’ Kanban or List View
• From One View
• Using Quick Create 

From the Kanban or List View

Kanban view is the default view you see when you land on the Deals page. It displays deals by sales stage.
Follow these steps to create a deal from the Kanban or List View:

1. Log in to your CRM account.
2. Click the Main Menu.
3. Go to Sales.
4. Click Deals.
5. Click the Kanban View or List View icon.
6. Click +New Deal.
7. Fill out the necessary data fields. 
8. Click Save.

From One View

You do not have to go to Deals each time you want to create one. Vtiger CRM allows you to create deals from the One View tab in a contact or organization record.
Follow these steps to create a deal from Contacts:

1. Log in to your CRM account.
2. Click the Main Menu.
3. Go to Essentials.
4. Select Contacts or Organizations.
5. Open a contact or organization record.
6. Click the One View tab on the right sidebar.
7. Do the following:
   1. If you are linking a deal to a contact or organization for the first time -
      1. Select Deals.
      2. Fill out the necessary information. 
      3. Click Save.
   2. If you have already linked other deals to a contact or organization -
      1. Scroll down to the Deals card.
      2. Click the + icon at the top of the Deals card.
      3. Fill out the necessary information. 
      4. Click Save.

Using Quick Create

With Quick Create, you can create a deal quickly by filling in only the necessary details. You can access this feature from any screen, which saves you a lot of time.

Follow these steps to create a deal using Quick Create:

1. Log in to the CRM. 
2. Click the + icon displayed at the top of your CRM screen.
3. Type Deals in the Search field. 
4. Select Deal.
5. Enter all the mandatory details.
6. Click Save.

To learn more about Quick Create, click here.

Adding Line Items to a Deal

 You can add deal revenue line items from the Line Items tab on a deal. 
Follow these steps to add line items to a deal:

1. Log in to the CRM. 
2. Click the Main Menu.
3. Go to Sales.
4. Click Deals. The Deals page opens.
5. Select and click to open the deal record to which you want to add line items.
6. Click the Line Items tab on the right panel.

7. Click the + icon. The Item Details window opens.
   1. You can select a currency in the Item Details while you are creating a deal. All the currencies available in your instance are listed in the dropdown menu.
   2. Once you select the currency in Item details, the record currency also changes for the Amount field. 
   3. Note: The Amount field currency should be the same as the currency selected in the Item details.

8. Add products/services as line items. 
9. Click Save.

Moving a Deal to a Different Pipeline 

• To change a deal’s pipeline, you must have multiple pipelines configured in your CRM. 
• The CRM displays a Clock icon beside various stages of a deal. Hovering your mouse over the Clock icon will display the time you spent on that particular stage.  

1. Log in to the CRM.
2. Click the main Menu.
3. Go to Sales.
4. Click Deals. The Deals page opens.
5. Select and click to open a deal record. 
6. Click the pipeline name shown at the top of the Deal Journey View.
7. Enter or select the following information:
   1. Pipeline you want to move the deal to
   2. Sales stage you want to move the deal to
   3. Probability for the sales stage
8. Click Save.

To learn about sales pipelines and stages, click here

Viewing Deal Records