Deals
The Deal List in Sbizzl provides a comprehensive overview of all the deals being managed. It includes key information and metrics that help users track and manage their sales pipeline effectively.
- Navigate to Sales > Deals.
- Customer: The name of the customer involved in the deal.
- Address: The address of the customer, providing geographical context.
- Status: The current status of the deal, such as To-Do ,In Progress, Completed
- Pipeline: The current phase or stage of the deal within the deal pipeline.
- Created: The date when the deal was created or entered into the system.
- Contact Person: The primary contact person at the customer's organization for this deal.
- Branch: The branch or location of the business handling the deal.
- Deal Code: A unique identifier or code assigned to the deal for easy reference.
- Title: The title or name of the deal, providing a brief description.
- Salesperson: The name of the salesperson or team member responsible for managing the deal.
- After clicking on the three dots, a window will open where you can select which columns to hide or display. In this window, you can also drag columns to reorder them or hide the columns you don't want to see.
Show Completed:
In the Deals List, there is a toggle key labeled "Show Completed." This feature allows users to control the visibility of completed Deals. By using this toggle key, users can:
- View Completed Deals: When the toggle key is switched on, the list will display all completed Deals alongside Deals with other statuses.
- Filter Active Deals: When the toggle key is switched off, the list will only show deals that are currently To-Do or in progress, hiding completed Deals.
Search Functionality:
By incorporating remarkable search functionality within Deals List sBizzl empowers users to quickly find the information they need within your deal list effortlessly.
A search bar at the top of the list allows users to type keywords like Customer,Deal Code, Title, Pipeline. The list should update dynamically, displaying only records that match the search criteria, often with the ability to sort by various criteria.
A search bar at the top of the list allows users to type keywords like Customer,Deal Code, Title, Pipeline. The list should update dynamically, displaying only records that match the search criteria, often with the ability to sort by various criteria.
CSV Export (Export Transactions):
You can export a CSV file of the Deals list at one click.
The CSV export will contain the following Deals details:
The CSV export will contain the following Deals details:
- Customer
- Address
- Contact Person
- Deal Code
- Pipeline
- Branch
- Status
- Title
- Sales Person
- Created
Sorting
Sorting functionality within a Deals list provides a powerful tool for organizing, analyzing, and accessing customer transaction data.
Deals Lists typically allow you to sort data by various criteria, often through clickable headers. Sorting options might include: Customer, Contact Person, Deal Code, Pipeline, Branch, Status, Title, Created. Users can apply multiple sorting criteria by selecting multiple columns.
Deals Lists typically allow you to sort data by various criteria, often through clickable headers. Sorting options might include: Customer, Contact Person, Deal Code, Pipeline, Branch, Status, Title, Created. Users can apply multiple sorting criteria by selecting multiple columns.
Advanced Filters:
After clicking on the Filter icon, the Right panel will open as shown below in the figure:
- Status: In the status filter, options include pipeline name with its status. Users can view deals based on multiple selected status.
- Status Since: Allows users to identify deals based on the amount of time they have remained in their current status. This filter is useful for identifying deals that may require follow-up or have remained inactive for an extended period.
- All: displays deals across all available pipelines regardless of how long they have been in the current status.
- > 30 days: Displays deals that have remained in their current status for more than 30 days.
- > 7 days: Displays deals that have remained in their current status for more than 7 days.
- < 7 days: Displays deals that have remained in their current status for less than 7 days.
- Customer: Allows users to view deals associated with a particular customer.
- Created - Start Date: Allows users to specify the start of the date range used for filtering deals.
- Created - End Date: Allows users to specify the end of the date range used for filtering deals.
- Grouping: Allows users to organize the deal list into groups. It can be grouped by customer, status or pipeline.
- Add: The Add button allows users to save specific filters for future use in the deals list.
- Apply: The Apply button is used to apply the selected filters and display the relevant results on the list.
Deals kanban view:
The Deals List provides two viewing modes: Kanban Board View and List View. Users can switch between these views using the respective view buttons.
1) Kanban Board view button:
- Provides a button to switch the deals display to Kanban Board View.
- On clicking the button, deals should be displayed as cards within their respective pipeline status columns.
- Each column represents a deal pipeline status or displays deals with its associated configured pipeline in groups.
- Users need to select a specific pipeline to view its associated deals.
- Deal cards should display relevant deal information such as: Customer, deal code, deal description or sales person.
2) List view button:
- Provides a button to switch the deal display to List View.
- On clicking the button, deals should be displayed in a structured list/table format.
- The list should display relevant deal information in columns.
- Note: Users can switch between Kanban Board View and List View at any time.
- Selecting a deal from either view should open the corresponding deal details page.