Deals help you track potential sales opportunities, forecast revenue, and convert pipeline activity into real contracts. Using the Deal workflow in MediaOS gives your sales team visibility into where opportunities stand and what’s needed to close them.
Starting a Deal from an Account #
To create a new deal, begin by opening the Account where the opportunity exists. In the top-right corner of the account details panel, click the Options button and select Deal/Opportunity from the dropdown menu. This will open the Deal creation form, where you can begin entering key details.
Fill in the Probability of Closing, assign an estimated Deal Value, and enter the Expected Closing Date. You can also add a Deal Summary, define the Next Steps, and include relevant Tags for better filtering and tracking.
In the Product Forecast section, select the products, months, and estimated values that represent what you plan to propose. This step not only helps with sales forecasting but also lays the foundation for quickly converting the deal into a full proposal later.
Once your deal is saved, it will appear in the top-right corner of the account details view for quick reference.
Viewing and Managing Deals in the Pipeline #
To see all open deals, click Sales from the main navigation bar, then select the Deals tab at the top of the screen. This will open the Deals Pipeline, where you can view, organize, and manage opportunities across different stages.
You can click and drag deals across the pipeline to update their status. For example, you might move a deal into columns like Cold, Warm, Hot, Closing, or Lost—depending on how your administrator has configured your pipeline.
To narrow your view, click the magnifying glass icon to access filtering tools. You can sort deals by product, date, stage, or assigned user to focus on the opportunities that matter most.
