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

 



1
There are two ways to add deals to your CRM:

  • Contact Profile - Open the contact → click on the + Deal button.
  • Contact Page l + Deal


  • Pipeline page - Open the Pipeline page → click on the orange Add Deal button under the name of the Pipeline.
  • Pipeline Page l Add Deal


    A new deal can be added from either the Kanban View or Forecast View.


    2
    Specify the details of your deal → click Save.

    Specify Deal details


    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, 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 Pipelineto 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 profile and selecting Copy deal link.


    Deals can be edited from the Contact profile, Deal list, or the Kanban View.


    1
    Find the existing deal you want to edit and click on the pencil icon.

    Contact Page l Edit Deal


    2
    Make the required updates to the deal → click Save.

    Contact Page l Amend deal details


    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.


    Deals can be removed from the Contact profile, Deal list, or the Kanban View.


    1
    Find the deal you wish to remove.

    2
    Click on the 3-dots menu → select Delete deal.

    Contact Page l Remove Deal


    Notes:

    • Deals cannot be removed in bulk. However, the Pipeline 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.
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