Deals Pipeline

What this feature does and when to use it?

The Deal Pipeline 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 deal fields, and track any Job, Company, or Contact associated with a deal.

The system also maintains deals pipeline metrics that are automatically updated as you create new deals, delete or archive old ones, and move deals through different stages.

You can use this feature when:

You want to track all revenue opportunities your team is working on.
You need a structured deals pipeline with clear stages.
You want to customize deal fields to capture specific information about each deal.
You want to monitor your revenue pipeline on a total and weighted basis.

Understanding the Deals Pipeline's Metrics

There are 4 metrics you need to take into consideration while keeping track of your Deals in Recruit CRM:

Total Weighted Pipeline	Represents how much you have earned or will earn according to the deals' current stages in the Deal Pipeline.
Total Pipeline	Represents the sum of the total deals' values, regardless of their stage.
Deals Won	Measures the total amount earned on deals in the "won" stage.
Deals Lost	Measures the total amount lost on deals in the "lost" stage.

These metrics are automatically updated as you create new deals, delete/archive old ones, and move the deals through the different stages.

Creating Stages in the Deals Pipeline

The stages in the Deals Pipeline are responsible for the amount calculated in the Total Weighted Pipeline.

Recruit CRM has two default stages in the Deals Pipeline that cannot be removed:

Won
Lost

You can customize your Deals Pipeline in the Admin Settings.

1. Creating Custom Deal 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.

2. Choosing Default Deal Fields and Adding Custom Deal 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.

3. Managing Deal stages

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

4. Customize/change 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 :)

5. Change the deal stages

You have the flexibility to view your deal pipeline in both List and Kanban views. In the Kanban view, you can change the deal stage by simply dragging and dropping the deal to the desired stage.

When you change the stage, a pop-up window will appear, allowing you to enter a remark or reason for the stage change.

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You can also change the deal stage by directly accessing the deal profile.

Click on the stage, and the same pop-up window will appear, prompting you to choose a new desired deal stage from the drop-down menu and enter a reason for the change.

Afterwards, click on submit, and the deal stage will be updated accordingly.

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You can view the complete history of changes made to the deal stages, including remarks left, dates of updates, and the user who performed the stage change.

Simply click on the remarks icon next to the deal stage to access this information.

Troubleshooting

Problem: Team cannot find specific deal stages on the Kanban board

Likely cause: The desired stages have not been configured or finalized for display.
What to check: In the deals pipeline settings, review the list of stages and confirm which are included on the Kanban board and their probabilities of winning.
Resolution: Customize or change the stages so that all required stages appear on the Kanban board with appropriate probabilities.

FAQs

What are the default stages in the deals pipeline?

The deals pipeline in Recruit CRM has two default stages, won and lost, which cannot be removed.

Can I customize the stages in my deals pipeline?

Yes. You can use the deals pipeline option in admin settings to view and customize the deal stages you would like to move your deals through within your workflow and to set the probability of winning deals at every stage.

How can I see who changed a deal stage and when?

Click on the remarks icon next to the deal stage to view the complete history of changes, including remarks, dates of updates, and the user who performed the stage change.

Conclusion:

By setting up your deal stages, configuring deal fields, and using both list and Kanban views, you can manage your deals pipeline in Recruit CRM and track your revenue opportunities on a total and weighted basis.