Deal Management in Vryno CRM
What is Deal Management?
Deal management is the process of organizing, tracking, maintaining, prioritizing, and analyzing your deals no matter where they are in the sales pipeline. The purpose of deal management is to efficiently move deals through the sales process and increase conversions.
Important Fields in Deals
Deal Name: Name of the Deal
Owner: Salesperson associated with the Deal
Contact: Name of Customer’s Point of Contact associated with the Deal
Organization: Name of the Organization associated with the Deal
Deal Pipeline: Sales Pipeline associated with the Deal
Deal Stage: Sales Stage where the Deal is currently at right now
Expected Closing Date: Date the Sales Person expects to close the Deal
How to Create Deals in Vryno CRM
There are three ways to create a Deal.
From the Deals module
Using Quick Create
By importing
How to Create Deals from Deals Module
Step 1: Log in to your CRM account
Step 2: Click on Deals on the Top Menu Bar
Step 3: Click on “+ Deal”
Step 4: Fill the required details & click on Save to save the record or Save & New to continue creating more Deals
How to Create Deals from Quick Create
Quick Create is a handy option for creating records from anywhere in the CRM. You can identify Quick Create by the + icon on the top bar of your CRM screen.
Follow these steps to create a contact using Quick Create:
Step 1: Log in to your CRM account
Step 2: Click the + icon and choose Deals.
Step 3: Fill the details and click on Save
Through Bulk Import
You can import multiple Deals at once using the Bulk Import Feature of Vryno CRM.
To learn more, click here
Deals Module Views
You can view a Deal module in two ways:
1. Grid View
2. List View
3. Kanban View
How to Update/Edit Records in Deals Module
There are two ways to editing records in Deals Module:
1. By Editing Individual Deals
Step 1: Log in to your CRM account
Step 2: Click on Deals on the Top Menu Bar
Step 3: Click on the edit button next to the Deal you want to update
Step 4: Navigate to the field you wish to update and make the required change
Step 5: Click on Save
2. Through Mass Update
Step 1: Log in to your CRM account
Step 2: Click on Deals on the Top Menu Bar
Step 3: Click on the three dots on the Top Right Corner of the screen and click on Mass Update
Step 4: Choose the conditions on the basis of which you want to search for records that need to be updated and click on Search
Step 5: Choose the records for which you would like to update and click on Mass Update
Step 6: Make the necessary updates and Click on Update
Mass Deleting Deals
Follow these steps to delete contact records in mass:
Step 1: Log in to your CRM account
Step 2: Click on Deals on the Top Menu Bar
Step 3: Select the record/s that you want to delete by clicking on the checkbox next to them, click on Actions on the top and choose Delete Selected
Step 4: A dialogue box will appear in front of you for confirmation, click on Delete to delete the chosen records
These records move to the recycle bin that can be restored if required later
How to send Mass Email in Deals Module
Follow the below steps to send Mass Email to Deals:
Step 1: Log in to your CRM account
Step 2: Click on Deals on the Top Menu Bar
Step 3: Select the Deals you want to send the email to (You can select all records at once using the Select All button), Click on Action on the top and Select Send Email:
Step 4: Choose the Email Template and make a choice whether you want to send the Emails right away or you want to schedule it for later
Step 5: Click on Send
How to Create Custom Views in Deals Module
Follow the below steps to create Custom Views in Deals Module
Step 1: Log in to your CRM account
Step 2: Click on Deals on the Top Menu Bar
Step 3: Click on the three lines on top left corner to access Custom Views & Click on +Custom View
Step 4: On the left side, Enter the name of the Custom View, below that choose the fields you would like to see in the module view from the Available Fields section and Click on the arrow pointing to the right side to bring them to the Selected Fields section
Step 5: On the right side, set up the conditions and Order for the records, you can also setup relation between two conditions like AND, OR, AND NOT, & OR NOT
Step 6: Once done, Click on Save
