Deal Management Guide

💼 What is a Deal?

A deal represents a sales opportunity with a potential or existing customer. In AdSuite CRM, deals track the entire sales process from initial contact to closed-won or closed-lost.

Each deal is connected to a company and can include multiple line items (products/services), notes, emails, and activities. Deals have a monetary value and expected close date to help with forecasting.

📊 Deal Stages

Deals move through these stages in your pipeline:

➕ Creating a Deal

1. Navigate to Dashboard → Deals or Sales Pipeline
2. Click the "New Deal" button
3. Select the associated company (or create a new one)
4. Enter a descriptive deal title (e.g., "Q1 Postcard Campaign - Acme Corp")
5. Set the deal value (estimated or quoted amount)
6. Choose the expected close date
7. Select the initial stage (usually "Lead")
8. Optionally assign to a team member
9. Click "Create Deal"

📦 Adding Line Items

Line items are the products or services included in a deal. They pull from your product catalog and automatically calculate the deal value.

1. Open a deal by clicking on it
2. Go to the "Line Items" tab
3. Click "Add Line Item"
4. Search and select a product from your catalog
5. Enter the quantity needed
6. Adjust pricing if offering a discount
7. Add notes specific to this line item
8. The deal value updates automatically based on line items

🎯 Pipeline View

The pipeline view (Dashboard → Sales Pipeline) gives you a visual Kanban board of all deals:

• • Drag and drop - Move deals between stages instantly
• • Stage totals - See total value per stage at a glance
• • Filters - Filter by date range, assigned user, or value
• • Quick view - Click any deal card for quick details
• • Color coding - Deals are color-coded by priority level
• • Analytics - Toggle analytics to see pipeline metrics

📧 Deal Communications

Stay connected with your prospects directly from the deal page:

• • Send emails - Compose and send emails directly from the deal
• • Email history - View all email correspondence in one place
• • Templates - Use email templates for common messages
• • Log calls - Record call notes and outcomes
• • Schedule meetings - Set up meetings and sync with calendar
• • Follow-up reminders - Set tasks to follow up on specific dates

📄 Converting to Invoice

When a deal is won, easily create an invoice with one click:

1. Move the deal to "Closed Won" stage
2. Click the "Create Invoice" button
3. Line items are automatically transferred to the invoice
4. Review and adjust quantities, pricing, or add additional items
5. Set payment terms and due date
6. Send the invoice to your client via email

💡 Best Practices

• • Update stages promptly - Keep your pipeline accurate for better forecasting
• • Add notes after every interaction - Document calls, emails, and meetings
• • Set realistic close dates - Update as you learn more about the timeline
• • Use probability percentages - Helps with revenue forecasting
• • Review lost deals - Learn from losses to improve your process
• • Keep line items updated - Ensures accurate quotes and invoices
• • Assign owners - Every deal should have a responsible team member
• • Set follow-up tasks - Never let a deal go cold