Every deal within your Deals application features its deal card. While seeing the card in your pipeline might provide all the basic information you need, there’s much more you can do with a deal by utilizing all of the features available in the deal card.

This document will walk you through how to access the deal card’s features and how to utilize each of them for your sales process.

Accessing a Deal Card

  1. Within the Deals application, navigate to the My Deals tab.

  2. Then, locate the deal you wish to explore within your sales pipeline. Click on the name of the deal in blue.

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Navigating the Deal Card

If you have experience with the Contacts application, this screen should look very familiar. The general layout of this deal card is consistent with the contact cards we use for your CRM.

We will move across the screen and teach you about the various features you can find here.

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First, we can see the information we provided when first creating the deal. This includes the Deal Name, Deal Value, Expected Close Date, and Stage. You can modify all of this information if necessary. Clicking on the blue pencil icon will open a menu containing the ability to edit each.

You can also edit the Expected Close Date and Stage by clicking on the boxes next to each field name.

Finally, you can change the Deal Status from here by clicking on the word OPEN (this may read WON or LOST depending on the status initially chosen). A small menu will appear allowing you to select a new status.

Contact Actions

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Further down, you will notice five buttons in blue that correspond with various actions.

Note

This allows you to quickly create a note about this deal for you and your team. A text editor will appear in the bottom-right corner of the screen. You can also add attachments by clicking the paperclip icon in the bottom-left corner. After adding and editing your note, click on Save Note in the bottom-right corner.

Your new note will automatically appear in the Activity feed in the center of the page.

Note that you can also add additional comments to the note in your activity feed. Anyone on your team that can see this deal can also comment.

You can also pin a note to the top of the feed by clicking on the blue pin icon. If you ever need to delete a note, simply click the red trash can icon.

Email

This will automatically launch an email editor with the To and From fields auto-populated with the email on file for this deal and your email respectively. You can add text and attachments as well as CC and Bcc additional contacts if necessary by using the options included.

When you’re satisfied with your email, click Send Email in the bottom-right corner.

Your sent emails will also appear in the Activity feed.

You can also pin an email to the top of the feed by clicking on the blue pin icon. If you ever need to delete an email, simply click the red trash can icon.

Note - You will not be able to click this action if there is no email address on file.

SMS

This functions similarly to the email action and allows you to send an SMS message to the associated phone number. Just as before with the previous actions, sent SMS messages will appear in the Activity feed.

You can also pin a text message to the top of the feed by clicking on the blue pin icon. If you ever need to delete a message, simply click the red trash can icon.

Note - You will not be able to click this action if there is no phone number on file.

Reminder

This allows you to set a custom reminder regarding this deal.

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You can select up to three types of reminders: Call, Email, and To Do. You can then select a date and time for this reminder to take place. Finally, you can assign this to one of your team members by utilizing the dropdown under Assigned to.

When you’re happy with your reminder, you can click Save Reminder to add it to your contact record. Just like with previous actions, your reminder will now appear under Activity.

Note - This activity card features a blue checkmark in the top-left corner. You can check this circle to confirm that you performed the action described in the reminder. You can also use the dropdown menus to change who the reminder is assigned to as well as the action and the due date.

You can also pin a reminder to the top of the feed by clicking on the blue pin icon. If you ever need to delete a reminder, simply click the red trash can icon.

Log

Finally, you can log interactions concerning this deal by clicking the last button on the list. A menu will appear allowing you to log three types of interactions: Calls, emails, and meetings.

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Each will create a new pop-up menu that differs slightly depending on the type of interaction. Each will allow you to select the team member that attempted to make contact as well as the time and date it took place. You can then add any notes regarding the interaction.

Call will specifically allow you to select a Call Outcome.

Meeting allows you to select all of your team’s attendees as well as a Meeting Outcome and Duration.

Feel free to add any notes within the text editor. When you are finished, click Log “X” in the bottom-right corner to save the log. Note that your saved Logs will appear in the center of the deal card underneath the Logs tab.

About This Deal

Further down, you will see a menu that can hold additional information about your deal. This is titled About This Deal. Click on the row to expand it.

By default, this section will contain all of the information about the deal that you previously entered. However, you can customize what types of information you would like to appear under this section by clicking on Manage Properties.

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You will now be in a separate menu detailing your properties. Certain properties will appear in the center by default. They include Deal Name, Stage, Status, Deal Value, Currency, and Expected Close Date. You cannot delete these properties, but you can hide them by clicking Remove from view.

You can also organize these values how you want by dragging and dropping the rows on the left.

Then, click Save at the top of the page.

Note - We cover how to create custom properties for deals here.

Concerning Deal Values

If you add the Currency value here and change it, you will see the deal value convert in real-time.

In our example at the top, we set it so that this deal is worth USD 1,000. However, we learned that we are going to be paid in Euros. Under Currency, select EUR from the dropdown and click Save. The deal value at the top updates accordingly. The conversion will be reflected in USD as this is your account’s currency of choice.

Associated Businesses

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The next category contains any businesses that you associated with this deal. On the right side of the page, you can add a business by clicking on the + icon. This causes a menu to slide in from the right containing a dropdown menu. Select the correct business from this menu. Then, click Add at the bottom.

Your business contact will now appear under this category. You will also be able to see when an associated business was added to the deal card.

Associated Person

Associated Person functions the same as Associated Business. If you wish to associate a specific person with this deal, click on the + icon. A menu slides in from the right allowing you to select a person from your list of contacts. After you select the person, click on Add to save your changes.

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After associating a person or business, your deal card will update with icons or profile images in the bottom-right corner of the card. You will also be able to review when an associated person was added to the deal card within the Activity feed.

Attachments

The Attachments category will house any attachments that your team has concerning this deal. Click on the + icon to open up a menu where you can drag and drop your files. Alternatively, click on the menu to open your computer’s file explorer.

Your attachment will now appear under the category name. You can click on the first blue eye icon to preview the file. Click the middle button to download the attachment. Finally, click the last button to delete this attachment.

Deal Owner

Here, you can assign and manage the deal owner. This is the primary person responsible for activity related to this specific deal. You can click the + icon to add an owner or use the dropdown to select a new user from your list. You will also be able to review when a deal owner was added or changed within the Activity feed.

Note that a user must have the appropriate permissions to assign or change a user.

Followers

Under Followers, you can add specific users within your account to this deal card. A Follower will receive ongoing notifications regarding all activities related to this specific deal. You will also be able to review when a follower was added within the Activity feed.

Tags

You can add unique tags or choose from your list of existing tags here. These tags are specific descriptors you can use to quickly search for and identify specific deals. Click the + icon to add a new tag or select one using the dropdown menu.

InstaReports

As we approach the end of this article, we will cover the last two sections on the right side of the screen.

The first is a tab that displays all of the InstaReports currently associated with this specific deal. You can review the report by clicking on the title. You can also click the + icon which will take you directly to the InstaReports application. This will also reveal when the InstaReport was built for this contact underneath the Activity tab in the center of the page. You can also follow the link provided to view the report.

If you’re unfamiliar with the InstaReports application, you can start learning more about it here.

InstaSites

This section displays all of the InstaSites that are associated with this deal.

Clicking on the title in blue will link you directly to a preview of that site.

If you’re interested in creating an InstaSite for this deal, you can click on the + icon which takes you directly to the InstaSites application. You can also review when an InstaSite was built for this deal underneath the Activity tab. It will also feature a link to take you directly to that InstaSite.

If you’re unfamiliar with InstaSites or the application, you can learn more about it here.

Final Notes

This effectively covers everything you need to know about using deal cards within the Deals application.

Be aware that you can make browsing your activity feed in the center of the page easier by using the tabs at the top of the page. This will quickly filter your feed by conversations, notes, and reminders.

Also - be aware that if you ever need to delete a deal, you can do so by selecting Actions at the top of the page on the left-hand side.

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