A "Deal," also known as an "Opportunity," is a fundamental component of a CRM. It serves as the foundation for making a sale. When a prospect is created, one or more deals are assigned to it, which are pursued through different stages in the sales pipeline with the goal of closing the deal and achieving a successful sale.
Essentially, a deal is synonymous with an opportunity.
Prospects, also known as potential customers, can have multiple deals simultaneously.
Deals progress through different stages in the sales pipeline, representing the various steps necessary to close a sale. These stages provide a visual representation of the sales process and help sales teams track their progress, identify bottlenecks, and prioritize their efforts.
Ultimately, deals can have three outcomes: they can be won, indicating a successful sale; lost, meaning the opportunity did not result in a sale; or abandoned, signifying that the deal was actively discontinued for various reasons.
To create a deal, follow these steps:
1. Click on "Lead & Deals" in the main left menu
2. Click on "Add Deal" directly from your lead by clicking "Add Deal"
Additionally, you can add a deal by clicking the "Add Deal" button located at the top right. You will then need to select the prospect from the list to whom you want to assign the deal.
3. Add the deal details
From here, you can enter the deal details:
Deal Title
Deal Type (type of opportunity)
Deal Stage (related to the deal type)
Forecast Date (the date you expect to close or conclude the deal)
Deal Value
Deal Description
Tags (useful for filtering prospects and deals)
Add custom fields to the deals in case you need additional information that Osmos has not considered.
Learn how to set up sales pipelines.
4. Click on "Add Deal"
Reviewing a Lead’s Deals
Each lead can have multiple deals. You can select them and view the details by clicking on the desired deal.
Learn more about update a deal stage.
Learn more about recording activities.
