Creating a Deal
A deal is used to track a potential sale with a customer such as a bid, opportunity or proposal. By creating deals, you can keep track of the history of a sale, add notes and attaching documents. With Kanoah CRM simple and visual sales pipeline, you can easily organize, manage and maintain your deals. Simply drag and drop your deals from one stage to the next to drive your sales process forward.
1. Click Create (in header) or type 'C' in any page.
2. On the Create Issue dialog enter the following details:
- Issue Type - The type of the issue. To create a deal, select the item 'Deal'.
- Summary - A brief one-line summary of the deal.
- Reporter - The person who entered the deal into the system.
- Assignee - The person to whom the deal is currently assigned.
- Value ($) - The amount of the deal.
- Closing date - The date by which this deal is scheduled to be closed.
- Linked Issues - A list of links to related issues (for deals you can link organizations, activities and contacts).
3. Then click the button Create.
4. Optional: you can fill out the additional fields:
- Probability (%) - Specify the probability of closing the deal.
- Rating - The rating helps a Sales Rep prioritize the deals when making decisions regarding which deal to call first to qualify and flows through the sales pipeline.
- Source - The source of the deal, that is, from where the deal is generated.
- Attachment - A list of files attached to the deal.
- Description - A detailed description of the deal.
- Priority - The importance of the deal in relation to other deals.
- Labels - Labels to which this deal relates. Labeling helps you categorize and search for a deal.
1. Click Projects (in header). Then click on the name of the desired project.
2. On the project navigation sidebar, click on Deals.
3. The pipeline view is displayed by default.
4. Optional: you can filter the deals by the Assignee.
5. Optional: you can search deals by the deal's Summary.
6. Optional: you can switch to a list view by clicking on the list view button.
Editing a Deal
1. Click Projects (in header). Then click o the name of the desired project.
2. On the project navigation sidebar, click on Deals. The pipeline view is displayed by default.
3. Click on the deal's name to display the page with the deal's fields and additional information.
4. Hover the mouse over any field and then click on the pencil icon to edit inline the field's value.
5. Optional: Click on the button Edit or type 'E' to display the Edit Issue dialog.
6. Optional: Attaching files and screenshots to deals.
7: Optional: Editing multiple deals at the same time.
8: Optional: Moving a deal to another project.
9. Optional: Commenting and collaborating on a deal.
Linking Deals to Organizations, Contacts and Activities
Issue linking allows you to create an association between two existing issues on either the same or different Jira servers. Issue linking also allows you to: Create a new linked issue from an existing issue in a service desk or business project; Create an association between an issue and a Confluence page; Link an issue to any other web page. To create links on issues, you need to have the Link Issues permission in the project(s) to which the issues belong. Lean more about issue linking.
1. Open the deal you wish to link to another issue.
2. Hit the More button and select the option Link from the dropdown list.
3. Make sure that the option Jira Issue is selected on the left panel before proceeding.
4. Input the issue's summary and select the desired issue from the dropdown list.
4.1 You can type the full issue key then press the 'Enter' key between each typed issue key. After you are done, hit the Link button.
4.3 Your issue links have been updated.
4.4 Optional: You can also link issues using the + button next to Issue Links. The process from here on is the same as described above.
5. Optional: You can search existing issues by clicking on the link with the same name.
5.1 Search for your issue by key or summary, or input the Project key in order to display the full issue list. The rest of the process is the same as described on the steps above.
6. Optional: You can also create a new issue and link it to the original issue.
6.1. Select More > Create linked issue to display the Create Linked Issue dialog box
6.2. Select the Issue Type, input the Summary and Description, and then click the Create button at the bottom of the dialog.
Moving Deals across the Sales Pipeline
1. Simply drag and drop your deals from one stage to the next to drive your sales process forward.
2. Optional: On the deal's view page, click on the the buttons displaying the sales stages on the top of the page.
Searching for Deals
Can't find the issue that you are looking for? On Jira any user can search for issues, although they will only see issue results from projects where they can view issues (i.e. 'Browse Project' permission). The advanced search allows you to build structured queries using the Jira Query Language (JQL) to search for issues. In Kanoah CRM, deals, contacts, activities and organizations are issues, so you can take advantage of all searching features available on Jira. Learn more:
Adding a Custom Field
Jira lets you add custom fields in addition to the built-in fields. To do so, you must be logged in as a user with the Jira Administrators global permission. Learn more about Adding custom fields.
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