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deal management with sales made CRM maximize profitability and empower your sales team to more effectively negotiate deals with sales made CRM streamline negotiations within the opportunity management process and ensure better sales forecasting and revenue generation offering organizations with an end-to-end solution for more effectively sales planning and price negotiation getting a true picture of where deals are in the sales pipeline is essential for a sales rep to carry the deal forward sales mate offers two different views for better deal visualization that is list view and the board view as you go to the deals module under list view you can create your own filters from the funnel icon for instance if you want to filter all the deals whose owner is either Kate or Robert you can select owner as Kate and click on plus filter to add one more condition where owner is Robert on top of it with filters you can make different combinations of search like getting list of records which has a source from social media if you need to monitor the same deal time and again then you can save this view it'll then be visible in the view selection list you can simply scroll down and have a quick look at your choice of custom views created by you or shared by your teammates sales main offers multiple pipeline management you can simply select your pipeline view from the pipeline selection drop-down and select filtered view ingly let's start by creating a new deal from the plus deal icon as you fill in the required details and do select the appropriate pipeline and corresponding stages of the deal providing deal value and currency will help you forecast your sales revenue do note you can create deals with any active currencies in your account here you can also associate a product or service and offerings to the deal which will Auto populate the deal value with teammate you'll be able to include active sales made users from your organization to be involved in sales opportunities with the given deal participants let you include external contacts with the deal so that they can be kept and loop with the email communication automatically if required that's it folks they're all set to create a new deal with manage columns you can include active fields of deal contact and company and add it as columns in list view using the add custom fields option you can edit delete or add new custom field with the deal actions button you can perform various mass let me quickly guide you through all of them in detail as you see we provide mass transfer delete update manage pipeline and port deals and export deals options it may be also noted that all of the mass operations feature are subject to availability via profile permissions assigned to a particular user let's move ahead with the first mass operation which is mass transfer deals against your deals quickly transferred from one owner to another at fees you can choose the user from whom you would like to transfer the ownership to another user for example if you want to transfer all deals of Chris to George specify the criteria using the end or condition to filter records with the parameters required as an example where company to micro ink that will filter all the deals belonging to the micro ink company where the owner is Chris you may note that the deal selected under the particular page will only be transferred at a time with the mass operation as you select the deals click on transfer that's it the job is done masta leap deals lets you delete the deals by following the same process of selecting the right criteria and the conditions as required to filter the records with mass update deals you can update any existing custom fields for an example if you want to update tags of all the deals which has a source social media specify the criteria and select the records to be updated and hit the Update button to get a list of fields for the update search for the tag field and provide value as required and hit save that was really quick right to know more about the pipeline and stage customization watch the video link available on the end screen bulk operation is available across all modules let's start with bulk updating deals now for performing the bulk operations from the deal list view it's recommended to switch to all deals or a specific filtered view in order to perform bulk operation as soon as you select the deals you can see the additional options getting activated in the top menu bar choose the action from the menu bar above and you're ready to get rolling with quick updates and your deals the lead option lets you quickly remove the unwanted deals the delete option is available subject to profile permissions and can be restored within 30 days of deal deletion with the update you will have a separate list of functionalities like updating company contract currency description estimated closed date tags or any custom fields created by you which you can tweak in a single click for instance if you wish to update tags you further get three options append remove and equal a pendant enter the new tag that you would like to add to the existing tag and save this adds a new tag to your existing tag that's all your deals have been updated with the right tag interesting feature yeah with export you can quickly download your deals in the CSV format send and schedule bulk emails using email select the deals and draft the quick email to them with the insert template you can send any predefined email you can also schedule emails for your overseas clients to hit their inbox when they require the most with email open and click tracking you could stay tuned with the stats of each email you send sending bulk text messages to your prospects is now easier with our text feature simply select the number from which you would like to send the text from and select the phone field upon which the text should be sent personalize your message with attributes using a ready-made template while scheduling or sending your text messages immediately to preview a deal click on the preview button you can directly go to the detail page of the deal from here itself in case if you want to edit any deal click on the pen icon and move ahead with editing the deal that's all with the list view of the deal section now let us switch to the intuitive board view of deals as you click on the board view list of all deals as per the stages will be displayed on a single screen you can click on the pipeline filter select the pipeline and see all the deals for that particular pipeline you can further filter your deals on the board view with open and close deals my open or all open deals gives you the deal which you or your teammates are working on similarly you can also create custom views using the filters from the funnel icon you can also sort the deals and ascending or descending order as per title win probability owner estimated closed date last modified date inactive days here you can see the insights related to your sales pipeline total deals displays the total number of deals on your pipeline total value is the accumulated value of all deals on the board forecast value is calculated based on the total value of the deal and its winning probability that you have set on each stage you can easily drag and drop the deal to the next stage change the pipeline Marc has won or lost as you hover on any deal card it will show you the deal title owner associated contact and company deal value and duration of the deal for particular stage along with the winning probability in this stage you can send a quick email to the prospect by clicking on the email icon calling the respected prospect is quite simple by just clicking on the phone icon if the deal does not have any planned activity it'll show an exclamation sign if the deal has any overdue activity you can identify it with the red line icon planned activities for today with green fill calm and the planned activities for future date with the green line icon the yellow vertical line depicts rotten fields as set by you on each stage the green vertical line shows the 1 deals and the red ones show the deals that have been marked as lost as identification that's all with the lists in the board view of the deal section for further queries feel free to get in touch with our customer success team subscribe to the sales mate YouTube channel and press the bell icon to stay updated on our new features releases and insightful videos