Home » Sales University » Desktop Sales Office v11 » Deals

Creating & Editing Deals

Submitted by Rod Kimmel on Mon, 11/08/2010 - 14:06

You add or edit a deal by:

  • Selecting the New or Change buttons in the Deals area of the Deals ribbon bar  
  • Right clicking your mouse in the list area and selecting New or Change  
  • Double clicking on a deal in the list  

Deal Form

The Deal form groups information about your Deal in 9 tabs. Each tab name and the data fields are controlled by the template you have selected. Some best practice tips:

  • You have an GREAT deal of control over the size and arrangement of these tabs and that control can increase your productivity and reduce fatigue. Review the section on Changing the form's layout carefully.
  • You can drag-and-drop information into any field from most Windows applications: word processors, web browsers, spread sheets and email.  

Fields

Most of the fields are self explanatory. Fields of special note or use are:

Field Type Description and Use
Rating Dial How valuable is this contact to me?
Progress Dial How far along am I in the processing this contact? 0 - no progress, 100% is completed.
Probability Dial What is the probability that I will win this deal?
Features Check box list Template defined features - examples are Price, Cost of Ownership, Delivery, etc.
Properties Read-only information

Displays information about the Deal. Many of these items are controlled by the template in use:

  • Revenue: Price * Quantity * Discount  
  • Probability: the probability that you will win this deal  
  • Weighted Revnue: Probability * Revenue  
  • Due: Number of days until this deal is expected to be completed  
  • Order Date: Expected date that this deal will be completed  
  • Created: The date this deal was created  
  • Age: the number of days since this deal was created  
  • Modified: The last date this deal was edited  
  • Progress & Status: From the Progress and Status fields  
  • Stage: Stage in the selling process (not present in every template)  
  • Owner: the sales owner of this deal.
Journals Text 3 Journals are used to hold your notes about your interactions with the contact. The timestamp button inserts date/time/editor information. Journal entries are automatically created when you send an email, print a document, or set an appointment or task.

Links

You can create links between the contact and other contacts, deals, web pages, documents, appointments, and tasks. Please see the section on links.

Save your pipeline frequently

It is always a good practice to frequently save the pipeline file after changes have been made. Any changes you may have made are not automatically saved to disk until you invoke Save or Save As.