Overview of Deals

For video training on how to use deals, please check out the Deals CRM Training article.

Deals is a place for monitoring your sales processes. A deal is a record of a qualified lead, i.e. someone/thing you can conduct business with.

Deals are made with the following:

Deal Record

Deals move between stages of different pipelines. In other words, leads move through different stages of your sales funnel.

Deals help monitor your sales processes and track sales performance by noting the deal status as open, won, or lost.

Open deals are deals that have not yet closed/converted.

Won deals are deals that have converted and resulted in a sale.

Important

With scheduling software integrations (Spectora, ISN, & FieldRoutes), WolfPack automatically marks deals as won when a lead converts as long as the email for the contact matches what's stored in the deal.

Lost deals are deals that have not converted and are no longer qualified leads.

When you click on a deal from the pipeline view, you can view additional details and take action on deals.

Here are some of the actions you can use with deals:

Learn how to use deals in greater detail with our CRM Training Calls.

To use deals, ensure a deal is created for every lead/prospect. You can create deals automatically through automations.

Deals are automatically created for home inspection companies. The standard automations automatically add deals for the following leads/contacts:

Those deals automatically enter the following corresponding pipelines:

Once a deal is created, you can create or automatically create tasks to follow up with your leads.

Use the deal fields to store custom deal information. Or, send emails directly to contacts from the deal view.

Once a deal converts, ensure the deal status is updated to won. Then, view reports to review your deal performance.