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The Relenta CRM blog

Introducing Deals (beta)

You’ve been asking for this feature since the beginning of time, and here it is: Sales deals management.

Here’s how it works.

A Deal is a type of activity. It represents something you want to sell, and has a money value attached to it. Deals at various stages of the sales process together form a sales deal pipeline, also known as sales funnel.

Deals are organized by stages of the sales process. Each stage has a name and probability of closing. The default stages are:

  • Lost 0%
  • Lead 10%
  • Qualified 30%
  • Proposal 80%
  • Won 100%

You can edit these stages and probabilities in Settings > Deals.

The total value of your sales pipeline with an estimated closing date that falls within a certain time period is calculated based on the number of deals at each stage multiplied by the probability of closing.

Changing the stage of the deal will also set its probability of closing to the default value for the new stage. You can change the probability of closing without changing the stage.

You can filter deals by stages and who’s responsible by clicking on the Filter Deals dropdown.

Your sales deal pipeline is characterized by these key metrics:

  • Number of deals
  • Average deal size
  • Percentage of closed (won) deals
  • Average time to closing

Deal attributes include name, description, stage, probability of closing and expected closing date. Like with any type of activity, you can associate contacts and users with a deal, add comments and attach files to it.

By default, Deals in your Relenta account are not enabled. You can turn this feature on and off in Settings > Department. When enabled, the Deals tab appears under the top Activities tab.

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  • Rich

    Awesome! Will look forward to testing.

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