{"id":1195,"date":"2020-04-02T22:23:57","date_gmt":"2020-04-03T03:23:57","guid":{"rendered":"https:\/\/fridaycrm.com\/blog\/?p=1195"},"modified":"2020-04-02T22:24:00","modified_gmt":"2020-04-03T03:24:00","slug":"how-to-categorize-deals","status":"publish","type":"post","link":"https:\/\/fridaycrm.com\/blog\/support\/how-to-categorize-deals\/","title":{"rendered":"How to categorize deals?"},"content":{"rendered":"\n<div class=\"videoWrapper\">\n<div class=\"youtube hideamp\" id=\"XTllT9D407s\"><\/div>\n<iframe loading=\"lazy\" class=\"hidenonamp\" width=\"992\" height=\"558\" src=\"https:\/\/www.youtube.com\/embed\/XTllT9D407s?autoplay=1&amp;rel=0\" frameborder=\"0\" allowfullscreen=\"\"><\/iframe>\n<\/div>\n\n\n\n<p>Have you ever thought about how to distinguish different kinds of deals on Friday CRM?&nbsp;<\/p>\n\n\n\n<h2>The best way is tagging<\/h2>\n\n\n\n<p>Let\u2019s see some examples of using tags. Go to the deals interface. As you can see, some deals are tagged with \u2018Package,\u2019 \u2019Trial\u2019 or \u2018Consulting.\u2019<\/p>\n\n\n\n<h2>How to set up these tags?<\/h2>\n\n\n\n<p>Select any deal. On the deal\u2019s profile click the button <em>Tag. <\/em>The system offers you the choice of the tags that have been set up before. If they don\u2019t meet your requirements, you can set up your own ones clicking Add tag. Fill out the name of the tag, and don\u2019t forget to save the changes.<\/p>\n\n\n\n<div class=\"wp-block-image image-gray\"><figure class=\"aligncenter is-resized\"><a href=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/04\/how-to-categorize-deals.jpg\"><img loading=\"lazy\" src=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/04\/how-to-categorize-deals-1024x500.jpg\" alt=\"\" class=\"wp-image-1196\" width=\"512\" height=\"250\" srcset=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/04\/how-to-categorize-deals-1024x500.jpg 1024w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/04\/how-to-categorize-deals-300x147.jpg 300w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/04\/how-to-categorize-deals-768x375.jpg 768w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/04\/how-to-categorize-deals-400x195.jpg 400w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/04\/how-to-categorize-deals.jpg 1200w\" sizes=\"(max-width: 512px) 100vw, 512px\" \/><\/a><figcaption>Tags<\/figcaption><\/figure><\/div>\n\n\n\n<p>Let\u2019s imagine that we have a language center and we need to differentiate between the kids\u2019 and adults\u2019 subscription. To make it work you have to add these tags in some deals.<\/p>\n\n\n\n<h2>Why do we need tagging?<\/h2>\n\n\n\n<p>The tags help to filter deals. To do it click <em>Add filter<\/em>. In the <em>Deal tag <\/em>fields, check the necessary option. If you need extra criteria for sorting deals, select Deal priority, Deal owner, the date and other options. Click<em> Apply<\/em> at the bottom. You get your list of deals.<\/p>\n\n\n\n<h2>How to find out how many deals are at each stage?<\/h2>\n\n\n\n<p>Use filters. Check the funnel stage you\u2019re interested in and click apply.<\/p>\n\n\n\n<p>And you get the list of necessary deals composed.<\/p>\n\n\n\n<h2>Do you want to sort deals on the basis of their source or channel?<\/h2>\n\n\n\n<p>In filters, check the relevant source or channel. And the system shows your all required deals.<\/p>\n\n\n\n<h2>How to filter deals without checking relevant criteria every time?<\/h2>\n\n\n\n<p>Save the filter beforehand. After you have checked necessary criteria in filters, fill out the Name of the filter and click Save at the bottom. Next time you will be able to get the list of deals by just clicking on the name of the filter.<\/p>\n\n\n\n<p>You have just read various approaches to categorise your deals. Everyone from <a href=\"https:\/\/fridaycrm.com\/blog\/free-crm-for-design-company\/\">designers<\/a> to <a href=\"https:\/\/fridaycrm.com\/blog\/free-crm-for-customer-service\/\">customer support managers<\/a> can repeat the steps.  <\/p>\n","protected":false},"excerpt":{"rendered":"<p>Have you ever thought about how to distinguish different kinds of deals on Friday CRM?&nbsp; The best way is tagging Let\u2019s see some examples of using tags. Go to the deals interface. As you can see, some deals are tagged with \u2018Package,\u2019 \u2019Trial\u2019 or \u2018Consulting.\u2019 How to set up these tags? Select any deal. On [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":1197,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[6],"tags":[],"yst_prominent_words":[502,337,660,503,166,656,586,659,662,173,172,338,657,661,339,394,658,470,663,647],"_links":{"self":[{"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/posts\/1195"}],"collection":[{"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/comments?post=1195"}],"version-history":[{"count":1,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/posts\/1195\/revisions"}],"predecessor-version":[{"id":1198,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/posts\/1195\/revisions\/1198"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/media\/1197"}],"wp:attachment":[{"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/media?parent=1195"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/categories?post=1195"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/tags?post=1195"},{"taxonomy":"yst_prominent_words","embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/yst_prominent_words?post=1195"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}