What is a Deal?
A "Deal" contains all the details of a potential sale, such as which vehicle the contact wants to buy. It acts as a staging environment between a lead and a final sale.
When a lead is won and the customer finalizes the vehicle they want to buy, any additional features the customer wants to add to the vehicle (e.g., a new woofer system) are managed through Deals. Deals can be customized by the customer. Software user can keep adding features requested by the customer. For example, if customer wants new woofer system, then user can add amount charged for new woofer system in the customization section. All these additional charges are added to the quoted deal amount. Final deal amount including all charges for additional customization are carried to the sale.
Once everything is finalized, the deal is converted into a sale.
When a deal is created for a lead, the lead is automatically archived. This happens because once a lead is converted and a deal is created, it moves to the next stage of the sales process, making the lead no longer active.
Accessing the Deals Module
To view or manage deals, go to the CRM section in the sidebar and click on Deals. This opens the Deals View which lists all ongoing and past deals along with their details and status.
Purpose of the Deals Module
The Deals module acts as a staging system between a lead and a final sale. It helps users track vehicle-specific interest, ongoing negotiations, customizations, and progress toward conversion.
Deals List Overview
The main view displays a table containing the following columns:
- Deal Name – Usually generated using the contact and vehicle name
- Stage – Current position in the sales pipeline (e.g., New, Customisation, Paperwork, Sold, Lost)
- Contact Name – The interested buyer
- Vehicle – The vehicle attached to the deal
- Last Activity Note – Recent user interaction or update
- Deal Note – Manually entered internal comments or updates
Filtering and Date Ranges
At the top of the page, you can filter deals using two dropdowns:
- Status Filter: Choose between Not Archived or Archived deals
- Date Filter: Filter deals based on last activity date, such as:
- Active Within 15 Days
- Active Within 1 Month
- Active Within 2 Months
- ... up to 12 Months
- Since Start – shows all deals
Stage Tabs
Just below the "Filter by" text, there are tabs to segment deals by their stage:
- All – Shows all deals regardless of stage
- New – Recently created deals not yet acted upon
- Customisation – Deals with custom features being finalized
- Paperwork – Deals in the document preparation phase
- Sold – Finalized and converted into a sale
- Lost – Dropped or failed deals
Managing Deals
- To add a new deal, click the +Create Deal button on the top right
- To edit a deal, click the pencil icon next to the Deal Name
- You can search by name using the search box beside the filters
Additional Notes
Each deal is linked to a specific contact, a lead and a specific vehicle. Customizations and add-ons discussed with the buyer can be tracked within the deal using the Deals Customization system. Once finalized, a deal can be converted to a Sale, completing the funnel from lead to transaction.