The “Add New Deal” functionality in ConvergeHub CRM is a crucial feature for sales and business development teams. It allows users to log potential sales opportunities and track them through various stages of the sales funnel. Capturing deals accurately ensures better forecasting, targeted follow-ups, and streamlined collaboration across departments.
This manual will guide you step-by-step on how to add a new deal in ConvergeHub, describe each field in detail, and provide tips and use cases for effective usage.
New deal can be added by clicking on +New tab in the upper right corner of the deal listing page.
Name: Enter a unique name for the deal (e.g., “Website Redesign Project – ABC Corp”).
Account Name: Link the deal to an existing account. Begin typing to auto-search accounts.
Assigned To: Select the CRM user responsible for managing this deal.
Lead Source: Choose the origin of the lead (e.g., Web, Referral, Advertisement).
Sales Stage: Select the current stage of the deal (e.g., New, Qualified, Proposal).
Deal Image: Upload an image or document related to the deal.
Description: Add a detailed description of the deal for internal reference.
Deal Type: Choose the type of deal, such as New Business, Existing Business, Renewal.
Deal Value: Enter the monetary value of the deal and select the currency.
Expected Close: Select the estimated closing date for this deal.
Probability (%): Enter the percentage chance of winning the deal.
Your Sales Funnel is Lying to You