CRM Deals

 

If you manage a sales pipeline, use deals in your iHeart Business CRM to keep track of the different deals you're working with statuses that make sense for your business. The Deals page tracks potential sales with customers and allows you to add internal communication to keep track of the status of the deal, add sub-tasks to the deal, etc.  

Filtering, Sorting, and Searching Deals

Filter deals by the team member they were assigned to, who they were assigned by, or deal status using the Filters drop-down menu.

Sort your deals alphabetically by title, by the date created, value, payment status, or estimated close date using the arrows next to the column name at the top of the page.

Search your tasks for a specific term by using the search bar.

 

Adding a New Deal

1. Click + Deals in the top-right corner of the page.

2. Assign the deal to a contact. To make things simpler, this list will populate with all the existing contacts. Just begin typing the name of the contact and select the one you need from the list as it displays!

3. Enter a Deal title. This will be displayed on the Deals page, so make sure its descriptive enough to differentiate it from the other deal names.

4. If needed, enter a Deal description. The deal description is displayed on each individual deal details page. Use this to provide further context to a list to keep things organized.

5. Enter a value for the Deal. This determines how much income you stand to gain from the deal if it goes through. 

6. Select a payment schedule. This determines how often the Value entered above will be paid.

7. Assign the deal to a specific user in your business or organization. Use the Select All option to assign the deal to all.

8. Use the date picker to select an Estimated Closing Date.

9. If needed, select a status to add to the deal. Use the Select All option to assign all statuses to the deal.

10. Review the information entered, when it's complete, click Submit.

 

Exporting Deals

To export deals, click the ⋮ icon in the top-right corner of the page, then select Export Deals. This will give you the option to export any or all deal columns. Just select what you'd like to export and click Submit. This tool will generate a CSV file that can be imported on other iHeart Business CRM accounts.

 

Importing Deals

If you've already exported deals using the process outlined above, importing your file takes only a few clicks!

1. Click the ▾ arrow next to + Deals and select Import Deals.

2. Select the file you created.

3. Click Submit.

The default Column Separator is a comma.

 

Editing Deal Statuses

Deal statuses can be edited at any time from your Deals page.

1. Click the ⋮ icon at the top-right corner of the page.

2. Select Edit Deal Statuses from the drop-down menu.

3. Click the  icon next to any deal status to edit it or click the ⋮ icon to copy or delete.

 

Adding a New Deal Status

You can also add a new status at any time from your Deals page.

1. Click the ⋮ icon at the top-right corner of the page.

2. Selecting Deal Statuses.

3. From the Deal Statuses page, click the + Deal Status button near the top-right corner of the page.

You can also access task templates at any time by navigating to Settings in the page menu at the top of the page, then selecting Deal Statuses from the left sidebar navigation.

 

Converting a Deal to a Project

When a deal is won, you can save time by converting it to a project. This takes all the important context from the sales process and puts it in the hands of your team that'll be completing the work. 

 

1. Find the deal on your Deals page and click the ⋮ icon and select Convert Deal to Project.

2. Choose who to assign the project to.

3. Select a project status.

4. If needed, enter a completion date.

5. Select whether or not you'd like to delete the deal after it's converted to a project. Depending on the amount of deals in your sales pipeline, this could be a good option to remove clutter.