MediaOS can automatically generate deals each time a new proposal is created, ensuring that every opportunity enters your sales pipeline without requiring manual input. This feature streamlines workflow management and creates a consistent path for tracking potential sales from proposal to close.
Enabling Auto-Created Deals #
To enable this feature, click your profile avatar in the bottom-left corner of the screen and navigate to System Settings. From there, select General Settings and scroll to the Deals section. Locate the setting labeled Auto Create Deals, and from the dropdown menu, choose the pipeline status where new deals should be assigned.
Once this setting is active, MediaOS will automatically create a new deal whenever a proposal is submitted. That deal will be linked to the proposal and immediately placed in the selected pipeline stage, making it easy to track and manage from day one.
Note: You must have a deals pipeline configured in order to use this feature. Learn more about creating pipelines here.
Why Use Auto-Created Deals? #
By automating deal creation, MediaOS reduces manual work and eliminates the risk of proposals falling through the cracks. Every new proposal is tied to a clearly defined deal and placed within your existing pipeline, ready for your sales team to manage and close. It’s an efficient way to maintain visibility, enforce structure, and move opportunities forward without delay.
