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.

The deal record stores a variety of information, each separated by sub-tabs. When you open a deal record, the General sub-tab opens by default. To move to a different sub-tab, click the Escape key. Notice that the General sub-tab will change in color from white to orange. To move to a different sub-tab, scroll left or right and click the trackball to enter into a different sub-tab section. The sub-tabs within the deal record are:

• 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.
• Emails this section stores any emails that have either been sent to or received from any contacts and manually associated with this deal. Note that email attachments are not stored within SalesNOW.
• 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 this 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
• Calling Contacts from a Deal call a contact directly from a deal record
• Emailing Contacts from a Deal email a contact directly from a deal record

Note: Deal records can be forwarded by email. See Forwarding Records for more information.

See Also:

Creating New Deals

Calling Contacts from a Deal

Emailing Contacts from a Deal