Add Deals

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3 min read

Celebrate success in winning each sales opportunity. Deals Management is a systematic approach to managing your deals in one place. It provides you the visibility of the movement of your current deals and your forecasted income.

You can associate your deals with your leads, prospects, customers, and companies.

You can add deals in multiple ways.


Via the shortcut button

You can find the ‘+’ icon on the main navigation bar. Click ‘Deal’ to add deals.

saphyte add deals

Via the Deals section

1. Go to the ‘Sales’ tab and click on ‘Deals’ underneath.

saphyte add new deal

2. Click on ‘+NEW DEAL’ to create a deal.

3. Fill out the general details such as the name of the deal, its estimated closed date, the description of the deal, the amount of the deal and its currency, and the margin that you would like to set for the deal.

saphyte deal details

4. You can assign the deal with a lead, prospect, customer, or company, and select who is the owner of the deal (to whom the deal is assigned), associate it with a campaign, vendor, or department.

Note: The ‘Owner’ field automatically pulls up your user name as the creator of the deal, however, you can still modify the owner and assign the deal to another team member. You can only associate a deal with one owner at a time.

saphyte assign deal owner

5. Fill out the Pipeline Information by choosing the sales pipeline where you want the deal to be deposited and to what stage the deal belongs to.

saphyte pipeline information

6. Click on the ‘Save Deal’ button to save the data.


Via Leads/Prospects/Customers tab

1. Under the Leads/Prospects/Customers tab, you will find the ‘Deals’ section. If the ‘Deals’ section is not visible, click on the kebab icon and click the ‘Deals‘ section to view it.

2. Click on ‘Add Deal’ to add a deal and associate it with this specific client.

saphyte add deals via contacts

3. Fill out the data of your deals and click ‘Save Deal’.

saphyte save deal

Via Companies tab

1. Under the Companies tab, select the Company profile that you would like to associate a deal with.

saphyte companies

2. Click on the ‘Deals’ section. Click on ‘Add Deal’ to add the deal and associate a deal for this specific contact.

saphyte add deal via companies tab

3. Fill out the data of your deals and click ‘Save Deal’