A deal typically progresses through various stages in a sales pipeline, starting from the initial contact with a lead and concluding with the successful closure of the sale.
In this guide you will learn how to update the "deal stages"
Learn more on how to setup you sales pipeline.
1. Click on "Lead & Deals" in the left main menu
2. Select a "Lead" and click on it
3. Choose one of the deals displayed on the right side of the lead
If your lead has more than one deal, select the deal you want to update. Remember that each deal has its own sales pipeline.
NOTE: If you do not have a deal, add one.
Learn more about adding a deal.
4. Update the "Deal Stage" by clicking on one of the stages
Update the deal stage by selecting the new stage within the sales pipeline.
NOTE: By default, Osmos sets the last stage of a sales pipeline as "Won". This stage does not appear within sales pipelines and cannot be customized, but it will always be visible when working on a deal.
Marking a Deal as Won, Lost, or Abandoned
Every deal must have a final outcome. It can be:
Won, indicating a successful sale.
Lost, meaning the opportunity did not result in a sale.
Abandoned, meaning the deal was actively discontinued for various reasons.
To mark a deal as Won, click on the last option in the sales pipeline called "Won"
Marking a deal as "Won" will move it to the Won Deals tab within the Leads module and reflect it in the relevant reports.
NOTE: If you select the option "Remove the Lead" when marking a deal as won, this will only remove the "lead" tag from the contact, hiding it from the "All Leads" list. It will also delete any deals that were not marked as won, lost, or abandoned. The tag can be added again at any time.
To mark a deal as Lost or Abandoned, click on "Cancel Deal" and select whether it was lost or abandoned
Marking a deal as "Lost" or "Abandoned" will move it to the Lost or Abandoned Deals tab within the Leads module and reflect it in the relevant reports.
When marking a deal as lost or abandoned, you must provide a reason. These reasons serve as statistics to help identify why the deal was marked as lost or abandoned.
Reasons can be customized.
NOTE: If you select the option "Remove the Lead" when marking a deal as lost or abandoned, this will only remove the "lead" tag from the contact, hiding it from the "All Leads" list. It will also delete any deals that were not marked as won, lost, or abandoned. The tag can be added again at any time.
Updating Deal Stages in Kanban View
An alternate way to update deal stages is by using the Kanban view
Learn more about the Kanban View.
1. Click on the icon to change the “Deal View” that displays columns instead of rows, in the top right menu of the lead module
2. Select the "Deal Type" from the dropdown list if you have more than one
3. Select the deal. Drag and drop it into the new stage to update it
