How to add/edit/remove a deal
You can manage deals in OnePageCRM, too.
In this article:
| Add a Deal |
| Edit a Deal |
| Remove a Deal |
Add a Deal
Jump up to Article's Overview ⮝There are two ways to add deals to your CRM:
- from the Contact page
- or from the Pipeline.
To add a new deal from the Pipeline page, open the Pipeline Page (at the top of your screen) → click on the orange Add Deal button under the name of the Pipeline.
A new deal can be added from either the Kanban View or Forecast View.
| Expected close date | This is great for focusing on deadlines. |
| Deal stage | Assign a percentage as to the probability of closure and track the progress |
| Deal name (required) | Type the name of the deal. |
| Amount | Specify an estimated deal amount. |
| Deal Items | Add previously saved Deal Items to your deal. The amount will be calculated automatically. |
| Description | Write a short description of the deal if needed. |
| Attach documents | These can be selected from your PC, Google Drive or Dropbox. |
| Deal Custom Fields | If you require a field for your deal that does not exist by default, you can create a Deal Custom Field. |
| Deal Owner (required) | Pick a deal owner from the Owned by drop-down list. By default, this is set to Me. |
| Multi-month (optional) | Create a deal that will repeat itself over multiple months. |
| Commissions (optional) | Calculate the commission as an amount or percentage. |
| Cost (optional) | Specify an estimated deal amount to calculate the margin of your deal. |
| Pipeline | In case you have multiple Pipelines, you can select the Pipeline from the dropdown at the top. |
Notes:
- When creating a deal from the Pipeline page, you can assign the deal to an existing contact or create a new contact.
- You can open your contact in a pop-up while viewing a deal on the Pipeline page to add Next Actions, notes, meetings, and calls.
- Once your deal is created, you can easily share it with your team by clicking the 3 dots on the Contact Page and selecting Copy deal link.
Edit a Deal
Jump up to Article's Overview ⮝Deals can be edited from the Contact Page, Deal list, or the Kanban View.
You can edit several fields for each deal in your CRM:
| Expected close date | Amount | Deal Owner |
| Pipeline (if you have multiple Pipelines) | Deal Items | Deal Custom Fields |
| Deal stage | Description | Multi-month (recurring deals) |
| Deal name | Attachments | Commission |
| Contact assigned to the Deal (within the same organization only) | Date Created | Cost |
Notes:
- Deals can only be reassigned to another contact within the same organization. The deal will then appear in the contact view of the new deal owner.
- Deals can be reassigned to another contact from the Organization View or when editing the deal from the Pipeline page.
Remove a Deal
Jump up to Article's Overview ⮝Deals can be removed from the Contact Page, Deal list, or the Kanban View.
Notes:
- Deals cannot be removed in bulk. However, the Pipeline page allows you to update deals quickly.
- You can undo the deletion of a deal for up to 24 hours after it has been deleted. Go to the Activity Page → Deals tab → click on Undo delete.
- Deals cannot be merged.