{"id":1067,"date":"2023-04-12T13:48:40","date_gmt":"2023-04-12T10:48:40","guid":{"rendered":"https:\/\/akaunting.com\/hc\/docs\/crm\/managing-a-deal\/"},"modified":"2023-04-24T10:58:38","modified_gmt":"2023-04-24T07:58:38","slug":"managing-a-deal","status":"publish","type":"docs","link":"https:\/\/akaunting.com\/hc\/docs\/crm\/managing-a-deal\/","title":{"rendered":"Managing a Deal"},"content":{"rendered":"\n<p>You can create and manage your deals on Akaunting. Add activities and competitors, update deal status, and deal owner.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"729\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/12135449\/Screenshot-2023-04-12-at-13.53.43-1024x729.png\" alt=\"Viewing the Details of a Deal in CRM\" class=\"wp-image-1071\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/12135449\/Screenshot-2023-04-12-at-13.53.43-1024x729.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/12135449\/Screenshot-2023-04-12-at-13.53.43-300x214.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/12135449\/Screenshot-2023-04-12-at-13.53.43-768x547.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/12135449\/Screenshot-2023-04-12-at-13.53.43-1536x1094.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/12135449\/Screenshot-2023-04-12-at-13.53.43.png 1910w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Managing a deal:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to the <strong>Deals<\/strong> page from <strong>CRM<\/strong> on the Navigation Menu.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"1080\" style=\"aspect-ratio: 1920 \/ 1080;\" width=\"1920\" controls src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/20144039\/deal.mp4\"><\/video><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You can filter by Pipeline and Status from the top on the <strong>Deals<\/strong> Page.<\/li>\n\n\n\n<li>The deals page also displays all the stages of a pipeline.<\/li>\n\n\n\n<li>Move a deal to another stage by clicking and dragging.<\/li>\n\n\n\n<li>Click the three vertical dots <img loading=\"lazy\" decoding=\"async\" width=\"25\" height=\"33\" class=\"wp-image-530\" style=\"width: 25px;\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06140153\/image.png\" alt=\"Vertical three dots menu icon\"> on a Deal to reveal the <strong>Show<\/strong>, <strong>Edit,<\/strong> and <strong>Delete<\/strong> options.<\/li>\n\n\n\n<li>Select <strong>Show <\/strong>to view the Deal details page.<\/li>\n\n\n\n<li>Select <strong>Edit<\/strong> to Update the details of a Deal.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Viewing the Details of a Deal<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click the three vertical dots <img loading=\"lazy\" decoding=\"async\" width=\"25\" height=\"33\" class=\"wp-image-530\" style=\"width: 25px;\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06140153\/image.png\" alt=\"Vertical three dots menu icon\"> on a Deal to reveal the <strong>Show<\/strong>, <strong>Edit,<\/strong> and <strong>Delete<\/strong> options.<\/li>\n\n\n\n<li>Select <strong>Show <\/strong>to view the Deal details page.<\/li>\n<\/ul>\n\n\n\n<p>On the details page, you can see the following details.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Deal&#8217;s contact person,<\/li>\n\n\n\n<li>Amount of deal,<\/li>\n\n\n\n<li>Contact information<\/li>\n\n\n\n<li>Deal&#8217;s stage<\/li>\n\n\n\n<li>Deal owner<\/li>\n\n\n\n<li>Reaction icons <img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"25\" class=\"wp-image-1070\" style=\"width: 150px;\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/12135256\/Screenshot-2023-04-12-at-13.52.33.png\" alt=\"Deals reaction icon\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/12135256\/Screenshot-2023-04-12-at-13.52.33.png 552w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/12135256\/Screenshot-2023-04-12-at-13.52.33-300x50.png 300w\" sizes=\"auto, (max-width: 150px) 100vw, 150px\" \/><\/li>\n\n\n\n<li>Add Activity: Create an activity such as a meeting or task.<\/li>\n\n\n\n<li>Note: Add notes about the deal.<\/li>\n\n\n\n<li>Email: Send an email to the contact.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Updating a Deal<\/h2>\n\n\n\n<p>You can update the details of a deal, including the owner.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>On the details page, click the ellipses menu icon <img loading=\"lazy\" decoding=\"async\" width=\"25\" height=\"18\" class=\"wp-image-574\" style=\"width: 25px;\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06155359\/Screenshot-2023-04-06-at-15.52.49.png\" alt=\"ellipses menu icon\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06155359\/Screenshot-2023-04-06-at-15.52.49.png 52w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06155359\/Screenshot-2023-04-06-at-15.52.49-50x38.png 50w\" sizes=\"auto, (max-width: 25px) 100vw, 25px\" \/><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"1080\" style=\"aspect-ratio: 1920 \/ 1080;\" width=\"1920\" controls src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/20144331\/edit-deal.mp4\"><\/video><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select <strong>Edit <\/strong>to make changes to your deal.<\/li>\n\n\n\n<li>Then, <strong>Save<\/strong>.<\/li>\n\n\n\n<li>Change the Owner by clicking the ellipses menu icon <img loading=\"lazy\" decoding=\"async\" width=\"25\" height=\"18\" class=\"wp-image-574\" style=\"width: 25px;\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06155359\/Screenshot-2023-04-06-at-15.52.49.png\" alt=\"ellipses menu icon\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06155359\/Screenshot-2023-04-06-at-15.52.49.png 52w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06155359\/Screenshot-2023-04-06-at-15.52.49-50x38.png 50w\" sizes=\"auto, (max-width: 25px) 100vw, 25px\" \/><\/li>\n\n\n\n<li>Select<strong> Owner Change.<\/strong><\/li>\n\n\n\n<li>Pick a new owner from the pop-up window.<\/li>\n\n\n\n<li>Then, <strong>Save<\/strong>.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><\/h2>\n","protected":false},"excerpt":{"rendered":"<p>You can create and manage your deals on Akaunting. Add activities and competitors, update deal status, and deal owner. Managing a deal: Viewing the Details of a Deal On the details page, you can see the following details. Updating a Deal You can update the details of a deal, including the owner.<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":1038,"menu_order":7,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-1067","docs","type-docs","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1067","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/comments?post=1067"}],"version-history":[{"count":5,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1067\/revisions"}],"predecessor-version":[{"id":1554,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1067\/revisions\/1554"}],"up":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1038"}],"wp:attachment":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/media?parent=1067"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/doc_tag?post=1067"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}