Deals Management

Deal Status

A deal has status, the possible deal statuses are open, won, and lost, by properly changing the deal status you can use filters to segment your deals and easily identify deals to work on and follow up, for example, maybe you want to re-visit all deals that were created in January and that are with status "Lost".

When the deal status is open, means that the the sale agent is still negotiating with the customer and Concord CRM tracks the time the deal has been in a specific stage.

You can still update the deal, send emails, add notes, etc..., when the deal is marked as "Won" or "Lost".

Change Deal Status

To change the deal status, navigate to the deal profile and use the top right "Won" and "Lost" buttons.

The status changelog will be automatically pinned on the top of the deal timeline.

When a deal is marked as "Lost" or "Won", Concord CRM will no longer track time in stage the deal has been, you will need to re-open deal in order to properly track how much time the deal was sitting in a specific stage.

Marking Deal As Lost

To mark the deal as lost, use the lost button located at the top right side, each sales rep can choose a predefined lost reason or enter lost reason manually (if allowed) so you and your team know why the deal was marked as lost.

Been In Stage Time

As mentioned previously, when deal is with status "Open", Concord CRM will track how much time the deal sits in a specific stage, so you can have an overview of the stage the deal spent most of the time.

To see the time the deal has been in a specific stage, hover on the stage name in the deal profile.

Adding Products To Deal(s)

If you have created predefined products, you can use the products to easily add them to deals with just few clicks, learn more about using products

  • Navigate to the deal profile you want to add product(s).
  • Click the Products tab and click Manage Products and a popup will be shown to manage products for the specific deal.
  • Select Tax Exclusive, Tax Inclusive or No Tax based on your requirements.
  • Add your first product by clicking on the dropdown and choose the product the deal is related, after the product is selected, the calculations will be performed and you will be able to see the totals at the bottom.

  • Adjust any values, like quantity, description, rate, tax, discount based on the requirements.
  • Click Save to save the product(s) to the deal.

After the products are saved a list of the products related to the deal will be displayed in the products tab, as well a badge with number of total products will be added to the products tab so any sale agent can have an overview of how many products the deal is related whenever the deal view is opened.

When Concord CRM determines that there are added products to the deal, the deal amount field is automatically populated based on the total from all products, in this case, you cannot edit the deal amount field manually when there are products added.

Create Deals Via Web Forms

Concord CRM has forms feature that can be embedded on your website contact section, request a quote section etc..., you can even share the form link directly to your potential customers, it's not required to embed the form on a website.

The web forms feature allows you to create unlimited custom web forms that can be embedded on unlimited websites, you can add fields that are related to contacts, deals and companies and based on the fields your potential customer fills, Concord CRM will create deal, contact and company directly in your Concord CRM dashboard.

The web forms feature has support for custom fields, any custom fields that you created, can be embedded into the form layout.

Using Filters For Segmentation

Concord CRM filters feature is feature crafted with care to help you segment your data and easily determine on what deals to focus first.

Imagine at the start of the week you want to see all deals that expected close date is in the current week, so this week you and your team can focus handling the deals that are expected to be closed by the end of week, by using the filters feature and the expected close date date field, you will be able to determine this easily.

That's just a simple and powerful example, with the filters feature, you can use most of the fields available, including custom fields to broaden your query based on your company requirements, perhaps you want to see all deals that are expected to be closed in the current week and are created in the current month and belong to a specific custom pipeline, yes, you can do this too.