Introduction to Deals

What are Deals in AchieveApex?

Deals in AchieveApex represent your sales opportunities. They allow you to track potential sales from initial contact through to closing. Each deal can be associated with a contact or company, assigned a monetary value, and moved through the stages of your sales process.

Effectively managing deals helps your team visualize your sales pipeline, prioritize high-value opportunities, and ensure that no potential sale falls through the cracks.

Key Benefits of Using Deals

• Organized Sales Pipeline: Visualize and manage your entire sales process in one place
• Accurate Forecasting: Predict future revenue based on deal values and stages
• Clear Visibility: Get a clear view of all open deals and their current status
• Better Collaboration: Improve team coordination with assigned deal ownership
• Data-Driven Decisions: Use deal analytics to refine your sales strategy

Deal Management

Deal management in AchieveApex encompasses the entire lifecycle of a sales opportunity, from creation to closing. This section covers the basics of deal management.

Deal Properties

Each deal in AchieveApex includes the following core properties:

• Name: The title of the deal (e.g., "Annual Subscription - Acme Corp")
• Amount: The monetary value of the deal
• Currency: The currency of the deal amount
• Pipeline: The sales pipeline the deal belongs to
• Stage: The current stage of the deal within the pipeline
• Status: The deal's status (e.g., open, won, lost)
• Contact: The primary contact associated with the deal
• Company: The company associated with the deal
• Owner: The team member responsible for the deal
• Products: Products or services included in the deal

Creating a New Deal

You can create new deals in several ways in AchieveApex:

• From the Deals page: Click the "Add Deal" button
• From a Pipeline view: Click the "Add Deal" button within a pipeline stage
• From a Contact page: Add a deal directly from a contact's details page
• From a Company page: Add a deal directly from a company's details page

When creating a deal, you'll need to provide basic information like:

• Deal name
• Associated contact and/or company
• Pipeline and stage
• Deal value (optional at creation, can be added later)

Viewing Deals

AchieveApex offers multiple ways to view and manage your deals:

• Pipeline View: A Kanban-style board showing deals organized by stages
• List View: A table view of all deals with sortable columns
• Deal Details: A comprehensive view of a single deal with all associated information

Moving Deals Through Stages

As your sales process progresses, you'll want to move deals through the pipeline stages:

• In Pipeline View, simply drag and drop deals between stages
• In Deal Details, use the stage selector to move a deal to a different stage
• Update multiple deals at once using bulk actions in List View

Deal Activities

Activities are a crucial part of deal management, allowing you to track all interactions related to a deal:

• Log calls, meetings, and emails related to the deal
• Set tasks and follow-ups to keep the sales process moving
• View activity history to understand the deal's progress

Winning and Losing Deals

When a deal reaches its conclusion, you can mark it as won or lost:

• Mark a deal as "Won" when the sale is successfully closed
• Mark a deal as "Lost" if the opportunity did not convert
• Add notes about why a deal was won or lost for future reference

Deal Reporting and Analytics

AchieveApex provides robust reporting capabilities for your deals:

• View sales forecasts based on deal stages and probabilities
• Analyze deal velocity to understand how quickly deals move through your pipeline
• Track conversion rates at each stage of your sales process
• Monitor performance by sales rep, pipeline, or time period

Getting Started with Deals

To get the most out of deals in AchieveApex, we recommend following these steps:

1. Set up your sales pipelines and stages to match your sales process
2. Create your first deal and associate it with a contact or company
3. Learn how to manage deal amounts and products
4. Practice moving deals through your pipeline stages
5. Explore the reporting features to gain insights into your sales performance