Creating and Managing Deals

Deals are the core of meetergo CRM. Each deal represents a potential sale or opportunity that you want to track through your sales process. This guide covers everything you need to know about creating, editing, and managing deals.

Creating a Deal

Quick Create

1. Navigate to CRM → Deals
2. Click New Deal
3. Fill in the required fields:
   • Deal Name: A descriptive name (e.g., "Acme Corp - Enterprise Plan")
   • Pipeline: Which pipeline this deal belongs to
   • Stage: Starting stage in the pipeline
4. Click Create

Full Deal Creation

For more detailed deal setup:

1. Click New Deal
2. Complete all available fields:

3. Click Create

Creating a Company Inline

If the deal's company doesn't exist yet:

1. In the Company field, type the company name
2. Click Quick create company
3. Enter the company name
4. Click Create & Select

The company is created and automatically linked to your deal.

Deal Detail Page

Click any deal to open its detail page. This comprehensive view includes:

Header Section

• Deal name (click to edit inline)
• Status badge (Open, Won, or Lost)
• Action buttons: Mark as Won, Mark as Lost, or Reopen

Stage Progress

A visual indicator showing:

• All stages in the pipeline as clickable dots
• Current stage highlighted
• Win probability percentage
• Click any stage dot to move the deal

Metrics Cards

Quick stats at a glance:

Tabs

• Overview: Deal details, company info, custom fields
• Contacts: All linked contacts with roles
• Tasks: Tasks associated with this deal
• Activity: Complete change history

Editing Deal Information

Inline Editing

On the deal detail page, click any field to edit:

• Deal name
• Deal value and currency
• Expected close date
• Owner

Changes save automatically.

Editing in the Form

1. Open the deal
2. Click the Edit icon or button
3. Modify fields in the form dialog
4. Click Save

Moving Deals Through Stages

From the Kanban Board

Drag and drop the deal card to a different stage column. The deal updates immediately.

From the Deal Detail Page

1. Open the deal
2. Click any stage dot in the progress indicator
3. The deal moves to that stage

From the Table View

1. Find the deal in the table
2. Click the stage dropdown
3. Select the new stage

Deal Status

Open Deals

Active opportunities in your pipeline. These appear on the Kanban board and count toward your pipeline value.

Won Deals

Successfully closed deals.

To mark a deal as won:

1. Open the deal
2. Click Mark as Won
3. The deal moves to the Won stage and records the win date

Lost Deals

Deals that didn't close.

To mark a deal as lost:

1. Open the deal
2. Click Mark as Lost
3. Select a reason:
   • No Budget
   • Went with Competitor
   • Bad Timing
   • Not Interested
   • No Response
   • Other
4. Optionally add notes
5. Click Confirm

Reopening Deals

Changed circumstances? Reopen a closed deal:

1. Open the won or lost deal
2. Click Reopen
3. Select the stage to move it to
4. The deal returns to active status

Linking Contacts

Associate contacts with deals to track relationships:

1. Open the deal
2. Go to the Contacts tab
3. Click Add Contact
4. Search for an existing contact or create new
5. Assign a role (optional):
   • Primary
   • Decision Maker
   • Influencer
   • User
   • Other
6. Click Add

Linking a Company

Each deal can be associated with one company:

1. Open the deal
2. In the Overview tab, find the Company section
3. Click Add Company or search for a company
4. Select or create the company

To unlink: Click the Unlink button next to the company name.

Deal Tasks

Create and manage tasks directly from the deal:

1. Open the deal
2. Go to the Tasks tab
3. Click Add Task
4. Fill in task details (title, due date, type, priority)
5. Click Create

Tasks appear both in the deal's Tasks tab and the global Tasks view.

Activity Log

The Activity tab shows a complete audit trail:

Each entry shows the timestamp and user who made the change.

Bulk Actions

From the table view or Kanban board:

1. Select multiple deals using checkboxes
2. Choose an action:
   • Mark as Won: Close all selected as won
   • Mark as Lost: Close all selected as lost
   • Delete: Remove selected deals

Filtering and Searching

Search

Type in the search bar to find deals by:

• Deal name
• Company name
• Contact name

Filters

Available filters include:

• Pipeline: Show deals from a specific pipeline
• Owner: Show deals assigned to a specific team member
• Status: Open, Won, or Lost

Sorting (Table View)

Sort by:

• Deal Name (A-Z)
• Value (High-Low, Low-High)
• Expected Close Date
• Created Date

Best Practices

Naming Deals

Use a consistent naming convention:

• Company Name - Product/Service
• Company Name - Deal Size
• Include key identifiers for quick scanning

Setting Values

• Enter realistic deal values for accurate forecasting
• Update values as deal scope changes
• Use the correct currency for international deals

Expected Close Dates

• Set realistic dates based on your sales cycle
• Update as the deal progresses
• Review overdue deals regularly

Regular Maintenance

• Move deals through stages promptly
• Close lost deals instead of leaving them stale
• Keep notes and activity updated

FAQ

Can I create deals without a company?

Yes, the company field is optional. You can add a company later.

How do I change a deal's pipeline?

Edit the deal and select a different pipeline. Note that stage selections will reset since stages are pipeline-specific.

Can I duplicate a deal?

Currently, deals must be created individually. Copy relevant information manually for similar deals.

What happens to tasks when a deal is marked as won/lost?

Tasks remain associated with the deal and can still be viewed and completed.

Can I restore a deleted deal?

No, deleted deals cannot be restored. Use "Mark as Lost" instead if you might want to reference the deal later.

How is the weighted value calculated?

Weighted value = Deal value × Stage win probability. For example, a $10,000 deal at a 30% probability stage shows a $3,000 weighted value.

Related Articles

• Pipeline Configuration
• Using the Kanban Board
• Managing CRM Contacts
• Working with Companies
• Custom Fields