Deal Pipeline

This article will help you create a Deals Pipeline to track revenue

Sarvesh Gokhale avatar
Written by Sarvesh Gokhale
Updated over a week ago

The Deal Pipeline feature on Recruit CRM lets you keep a tab on all revenue opportunities and "deals" your team is working on. You can create deal stages, customize the fields on deals, and also track any Job, Company, or Contact associated with it.

So let's get started on making your very First Deal 😀

Step 1- Creating Custom Fields

Like every other record type on Recruit CRM, you can customize the data you want to see on deals as well from the "Deals Field" section within admin settings.

Step 2- Choosing Default Fields and Adding Custom Fields

You can set Default fields & make them visible and/or mandatory based on your workflow. For any additional information, you want your team to enter on deals, you can use up to 16 custom fields to collect extra information.

Step 3- Make your Kanban View

Use the 'Deals Pipeline" option to view & customize the stages you'd like to move your deals through within your Workflow.

Step 4- Customize your Stages

Finalize the stages you'd like to see on your Kanban Board for Deals along with the probability of winning deals at every stage

Your Deals Pipeline is now ready to use in both List & Kanban Views!

You can now track your revenue pipeline on both a total & weighted basis :)

Feel free to reach out to us for any other questions around creating deals 😊

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