Deals Overview

Deal records in SalesNOW store information about actual business opportunities. Deals can be entered manually, as described in the next section Creating New Deals, or can be created by converting a lead into a deal, as described in the previous section Converting Leads to Deals.

Deal records in SalesNOW store a variety of information. The General Information is stored within the main body of the record. To edit the record's General Information, tap the MENU button and tap Edit, next tap the field that you want to edit. Make your change(s) and then tap Save to save your changes.

Deal records also store Related Information, such as contacts, companies, emails, calls, meetings, tasks and custom information. To view or edit the record's Related Information, scroll to the bottom of the page of an open deal record and tap one of the related lists.

• General Information this is the deal's basic information such as the deal's name (such as the ABC Manufacturing Deal), the deal's contact and/or company association, deal type, deal source, status of deal (active, won or lost), estimated value, anticipated close date, deal stage, probability, call back date and notes.
• Contacts this section stores the names of any additional contacts that have been associated with this deal and also their roles.
• Companies this section stores the names of any additional companies that have been associated with this deal and also their roles.
• Calls this section stores any call records that have been associated with this deal. This includes both scheduled phone calls (calls that you've planned in the future, see Scheduling Calls) as well as call logs (records of calls that have taken place, see Creating Call Logs).

• Meetings this section stores any meeting records that have been associated with this deal. This includes both scheduled meetings (meetings that you've planned in the future, see Scheduling Meetings) as well as call logs (records of calls that have taken place, see Creating Meeting Logs).
• Tasks this section stores information about activities, such as to-do items and reminders, that have been associated with the deal.
• Custom this section stores information from any custom fields that may have been added to the lead/deal record by your SalesNOW Administrator. Note: the custom tab will not appear if there are no custom fields that have been added on the lead/deal document.

This section describes how to work with your deals in a number of ways:

• Creating New Deals create a new deal record
• Emailing Contacts from a Deal email a contact directly from a deal record

See Also:

Creating New Deals

Emailing Contacts from a Deal