Deals and Sales Pipeline in CRM
Each deal represents a potential Client project and moves through the stages of your sales process—from the initial inquiry to estimating, agreeing on terms, and starting work. As you communicate with the Client, move the deal from one stage to the next. If a sale is paused, won, or lost, move the deal to the corresponding CRM section.
This guide explains how to create a deal, work with pipeline stages, and customize your sales pipeline.
Working with Deals and Pipeline Stages
The “Deals” section in Smetter CRM contains your active sales pipelines.
New deals can be created using the “Add deal” button (1). Once created, a deal automatically appears in the first column, “Leads”. Each pipeline column represents a stage in your sales process (2). As your work with the Client progresses, simply drag the deal from one stage to another.
Create a custom stage (column) using the “+” button (3) on the right side of the screen. You can customize the columns to match your company’s sales process.
If a deal temporarily or permanently leaves the active sales pipeline, move it to “Follow-up” (4), “Won” (5) or “Lost” (6).
The first stage, “Leads”, is system-defined: it cannot be renamed, deleted, or moved. All other stages can be customized.
Creating a Deal in CRM
При создании сделки укажите название и имя клиента (1). Обязательное поле: имя клиента. Остальную информацию можно заполнить позднее.
Если название сделки не указано, после сохранения будет использовано название «Новая сделка».
Добавьте контактные данные клиента (2) и кратко опишите его запрос (3).
Если информация по объекту уже известна, укажите его параметры: тип, площадь и примерный бюджет (4).
Укажите источник обращения, чтобы сохранить информацию о том, откуда пришёл клиент и дату создания сделки (5). По умолчанию устанавливается сегодняшняя дата.
Нажмите «Создать сделку» (6) внизу окна. Новая карточка появится в колонке «Новые сделки».
Section | What to enter |
Basic details | Client name and deal name |
Contacts | Phone, email, and other contact details |
Project brief | What the Client wants to build or renovate |
Future Project | Property type, floor area, estimated budget |
Source | Where the Client came from |
Date received | When the deal was received |
Working with Deals by CRM Stage
You can reorder cards within a stage. For example, move deals that need immediate attention to the top.
For example:
New inquiry received → Leads
Contacted the Client and confirmed their needs → Qualification
Prepared the estimate → Estimate Preparation
Sent the proposal → Proposal Sent
Configuring Pipeline Stages in CRM
Enter a stage name (2) and choose a color (3). If you leave the name blank, the stage will be created as “New stage”.
You can drag stages to reorder them in the pipeline.
If the delete option is unavailable, check whether the stage still contains deals. Move them to another stage before deleting it.
If a deal leaves the active pipeline
If the deal moves from negotiations into the construction phase, move it to “Won”.
If the sale does not go ahead, move the deal to “Lost”. You will be asked to specify a lost reason.
For more information about working with these sections, see “Follow-up, Won, and Lost Deals”.
Deals: When a deal leaves the active pipeline
Stage | What happens |
Leads | New inquiry received |
Qualification | Client needs, Project details, and budget have been clarified |
Site Visit / Meeting | A meeting or site visit has taken place |
Estimate Preparation | Preparing a preliminary price |
Proposal Sent | The Client has received the proposal |
Negotiation | Discussing terms and the contract |