Managing a Deal

You can create and manage your deals on Akaunting. Add activities and competitors, update deal status, and deal owner.

Managing a deal:

• Go to the Deals page from CRM on the Navigation Menu.

• You can filter by Pipeline and Status from the top on the Deals Page.
• The deals page also displays all the stages of a pipeline.
• Move a deal to another stage by clicking and dragging.
• Click the three vertical dots on a Deal to reveal the Show, Edit, and Delete options.
• Select Show to view the Deal details page.
• Select Edit to Update the details of a Deal.

Viewing the Details of a Deal

• Click the three vertical dots on a Deal to reveal the Show, Edit, and Delete options.
• Select Show to view the Deal details page.

On the details page, you can see the following details.

• Deal’s contact person,
• Amount of deal,
• Contact information
• Deal’s stage
• Deal owner
• Reaction icons
• Add Activity: Create an activity such as a meeting or task.
• Note: Add notes about the deal.
• Email: Send an email to the contact.

Updating a Deal

You can update the details of a deal, including the owner.

• On the details page, click the ellipses menu icon

• Select Edit to make changes to your deal.
• Then, Save.
• Change the Owner by clicking the ellipses menu icon
• Select Owner Change.
• Pick a new owner from the pop-up window.
• Then, Save.