Deals allow you to track potential sale opportunities, forecast sales numbers, and convert opportunities into actual sales.

1. Open an account.
2. Click the Options button at the top right corner of the account details panel.
3. From the dropdown menu, select Deal/Opportunity. This is where you can start to build out a proposal that you plan to eventually send to your client.
4. Fill out the Probability of closing, deal value, possible closing date, deal summary, next steps, tags, etc.
5. Under Product Forecast, choose which products, months, and value to pre-build a proposal. This allows for forecasting and provides a reference point when it’s time to Convert your deal to a Proposal.
6. Once your deal is set up, you will see it appear in the top-right corner of the account.
7. Select Sales on the navigation bar.
8. Select the Deals tab on the top of the screen. Here you will see all of your open deals.
9. As you’re working through various deals, you can click and drag them into the status they should be in such as warm, lost, cold, hot, closing (your deals pipeline may be different depending on how your Administrator set up your pipeline).
10. By clicking the magnifying glass at the top, you can sort and filter your deals.