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Deals

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Overview

The Deal feature represents a business agreement between a customer (the organization using Intempt) and an account (the customer’s client organization).

A deal card stores all the important information about the opportunity, such as its stage, value, owner, and related tasks. Deals allow you to track the entire lifecycle of negotiations — from creation to closing (either Win or Loss).

📘 Good to know

  • Deals are created when a formal agreement or negotiation is initiated between a customer and an account.

  • Each deal progresses through stages, which reflect its probability of success.

  • Once a deal is moved to Win (100%) or Loss (0%), it is closed and cannot be edited further.

Creating a Deal

  1. Go to the Accounts section -> Deals tab and click Create deal.

  2. Fill in the deal details:

    • Deal name – descriptive name of the opportunity.

    • Deal stage – select the stage (stages are project-level configurations that represent the probability of closing).

    • Value – total deal amount.

    • Deal owner – person responsible for managing the deal.

    • Deal type – choose from:

      • New business

      • Upsell

      • Renewal

      • Cross-sell

      • Other

    • Priority – assign urgency level.

    • Associate with account – link to the account organization involved.

    • Tags – optional labels for categorization.

3. Save the deal. It will now appear on the Kanban board, where you can manage its lifecycle.

NOTE: Every stage has a probability percentage (for example: Contacted -> 20%), and the column value in the Kanban Board will be calculated on this percentage

Managing Deal Stages

Deals move through their stages using the Kanban board. You can drag and drop a deal from one stage column to another to reflect its progress.

  • Intermediate stages (e.g., “Negotiation”, “Proposal sent”) reflect the deal’s probability (e.g., 40%, 70%).

  • Win stage (100%) – closes the deal as successful.

  • Loss stage (0%) – closes the deal as unsuccessful.

Once a deal reaches a Win or a Loss, it becomes inactive and can no longer be modified.

Configuring Deal Stages

Deal stages are defined at the project level. Each project can have its own set of stages, which represent the probability of deal success (from 0% to 100%).

To open and configure deal stages:

  1. Go to Project settings.

  2. Select the Deals Pipeline tab.

  3. Add, edit, or reorder stages as needed.

This configuration ensures that all deals created within the project follow the same lifecycle definition.

Managing Deals

You can view and filter tasks in the Deals table. Filters allow you to organize deals by:

  • Stage

  • Deal owner

  • Type

  • Priority

  • Account

This makes it easy to manage workload and prioritize activities.

Deal Details

Opening a deal card gives access to three tabs:

1. Overview

The Overview tab contains the core deal information as well as the list of related Tasks.

Information stored in the Overview includes:

  • Amount – e.g. $100,000.00

  • Close date – either a set closing date or "Deals not closed yet" if still open

  • Owner – deal owner (e.g. D Z / Danill Zinoveev)

  • Stage – current stage of the deal (e.g. Contacted)

  • Type – type of deal (e.g. Renewal, Upsell, New business)

  • Priority – urgency level (e.g. Medium)

  • Currency – the currency of the deal (e.g. USD)

  • Tags – labels added for categorization

  • Create date – when the deal was created (e.g. Aug 20, 2025, 16:15 PM)

  • Last activity – most recent recorded activity (e.g. a month ago)

  • Deal stage – current lifecycle stage of the deal

  • Priority – repeated for visibility

  • Overview tasks list – tasks linked to this deal (can be created here or from the Tasks section).

2. Activity

Displays the stream of events associated with the deal and its users. This helps track engagement and progress over time.

3. Users

Shows all users linked to the selected tasks. This provides visibility into who is involved in the deal from the customer’s side.

Use Cases

The Deal feature is useful across different sales and account management workflows. Below are some common scenarios:

  • New Business Acquisition: Create a deal when a new prospect shows strong interest. Track the lifecycle from first contact to closing, and forecast potential revenue.

  • Renewals: Use deals to manage contract renewals with existing accounts. By linking users and activities, the team can ensure timely follow-ups and reduce churn risk.

  • Upsell & Cross-sell Opportunities: Identify opportunities to expand the relationship with current accounts. Create deals for additional licenses, new products, or service packages.

  • Pipeline Forecasting: With deal values and stages, managers can project revenue by quarter and assess the health of the pipeline using analytics dashboards.

  • Team Performance Tracking: Analyze deals by owner to see who is winning the most opportunities, what types of deals close faster, and where bottlenecks occur.

  • Account-based Management: By linking deals to accounts, you can see the full history of customer interactions, including related users, tasks, and events. This gives a complete 360° view of the relationship.

📘 Good to know
Combining Deals with Tasks ensures structured sales execution: tasks drive daily actions, while deals track the larger business outcomes.

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