The Deal Pipeline feature on Recruit CRM lets you keep a tab on all revenue opportunities "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 & 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 bases :)
Feel free to reach out to us for any other questions around creating deals 😊