Gro CRM Tutorial

Managing Deals

Jan 01, 2017 Last Update



Always Be Closing, the ABC's of sales. In the Deals section, you can easily work on closing those deals. The Deals section will list all deals (you and any other users of Gro CRM) unless the private accounts function has been turned on, in which case it would only show your deals if you have User level access.

Working Your Deals

Your deals are organized in different folers to help you quickly find the deals you are working on. For example, deals expected to close today are found in the Today folder under the New section. Deals marked as Favorites are listed in the Like folder of the Favorites section and hot deals are in the Hot folder. The Overview of Deals tutorial explains the differences between these folders in more detail.

To change a deal's type/stage:

  1. Click on the deal you wish to change.
  2. In the stage field, select the current stage of the deal.
  3. Click the Save button in the upper right corner of the screen to save your changes. The deal will automatically move to the folder of the selected stage type.

To call or email a contact attached to a deal:

  1. Click on the deal you wish to change.
  2. Click on the folder that contains your deal and select the specific deal.
  3. Click on the communication bubble icon found in the upper right corner of the screen
  4. Select the quick action you'd like to make such as make a phone call or send an email.

These quick actions will work using your iPhone, as well as any other iOS device that you have configured to send messages, make phone calls, etc.

NOTE: Quick actions will only be listed when the correct information is entered for the contact. For example, the Email action will only be listed if a correct email address has been entered for the contact.
Editing a Deal

To edit a deal:

  1. Click the Deals icon in the navigation bar.
  2. Next, click on the deal folder that contains the deal you wish to edit and select the deal.
  3. If you wish to mark the deal as a Favorite, click on the gray heart icon to the right of the deal name. Once the deal is marked as a favorite, it will turn red. Click it again to un-mark as a favorite.
  4. Make any additional changes by simply clicking the field you wish to edit.
  5. Click the Save button in the upper right corner of the screen.

Ready to get started

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