{"id":1349,"date":"2020-06-23T23:02:05","date_gmt":"2020-06-24T04:02:05","guid":{"rendered":"https:\/\/fridaycrm.com\/blog\/?p=1349"},"modified":"2020-10-26T22:23:56","modified_gmt":"2020-10-27T03:23:56","slug":"03-01","status":"publish","type":"post","link":"https:\/\/fridaycrm.com\/blog\/support\/03-01\/","title":{"rendered":"03.01 – List of Deals – DEAL INTERFACE"},"content":{"rendered":"\n

The interface consists of two parts:<\/p>\n\n\n\n

On the left<\/strong>. Configurable filters used to select certain Deals by their features<\/p>\n\n\n\n

On the right<\/strong>. List of Deals and a search form<\/p>\n\n\n\n

\"\"<\/a>
Deals Section Interface<\/figcaption><\/figure><\/div>\n\n\n\n

The list, by default, includes Deals at all stages (except those completed with success or failure). In order to view completed Deals, you should simply click them in the filter.<\/p>\n\n\n\n

When the filter is applied a number of Deals and corresponding amount of earnings are counted automatically. This data is displayed below the name of the filter.<\/p>\n\n\n\n

\"\"<\/figure><\/div>\n\n\n\n

A click on the Deal will open the profile page (described below in the summary<\/a>).
<\/p>\n\n\n\n

The list of Deals contains not only the names but also brief information on them that enables to review and decide on a direction of further actions in a prompt manner.
<\/p>\n\n\n\n

\"\"<\/a>
Deal elements. Hover over an item to get a hint.<\/figcaption><\/figure><\/div>\n\n\n\n

Elements of every Deal<\/p>\n\n\n\n

  1. Deal creation date<\/li>
  2. Color of priority. Red is the highest.<\/li>
  3. Pipeline stage<\/li>
  4. Optional name of the Deal <\/li>
  5. Person name (if any)<\/li>
  6. Company name (if any) and tags (if any)<\/li>
  7. Deal Owner (manager)<\/li>
  8. Number of days from the last change in the Deal stage<\/li>
  9. Deal amount<\/li>
  10. Deal tag<\/li>
  11. Last note date<\/li>
  12. Snippet of the last note text<\/li><\/ol>\n\n\n\n

    * Permanent deletion button deletes the Deal itself and its related contacts (it is recommended to use only when receiving spam and not to delete if you lose a deal). If it is still required to delete the Deal only (e.g., duplicated) but to keep the contacts related to it, you should first unlink contacts from the Deal in the Deal profile.
    <\/p>\n\n\n\n

    Deal list filtering<\/strong>
    <\/p>\n\n\n\n

    \"\"<\/a>
    Check out our demo video on this topic<\/figcaption><\/figure><\/div>\n\n\n\n

    For the convenience of processing, the Deals may be filtered according to required parameters by simply checking the box and clicking the Apply<\/em> button. The Deals satisfying the set parameters and their total number will be displayed (e.g., a number of Deals successfully completed over the last 3 months).
    <\/p>\n\n\n\n

    Important: filtration parameters, such as Deal stage, note tag, etc., are individually configurable parameters within the business account.
    <\/p>\n\n\n\n

    Examples of the Deal list filtering choices<\/h3>\n\n\n\n
    • all Deals at the stage of negotiating a contract (pipeline stage)<\/li>
    • successful Deals of a particular manager for a certain period<\/li>
    • Deal of low priority \u0421 coordinated by a particular employee<\/li>
    • all Deals with assigned priority \u0410<\/li>
    • Deals with a certain tag (e.g., by type of service\/product family)<\/li>
    • Deals obtained through the website <\/li>
    • Deals obtained as a result of email marketing campaigns<\/li>
    • Deals the sales stage of which has not been updated for more than a week<\/li>
    • Deals with order amount in the targeted range<\/li>
    • Deals only with regular customers (contacts marked with a selected tag)<\/li>
    • and dozens of other useful combinations<\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"

      The interface consists of two parts: On the left. Configurable filters used to select certain Deals by their features On the right. List of Deals and a search form The list, by default, includes Deals at all stages (except those completed with success or failure). In order to view completed Deals, you should simply click […]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[6],"tags":[],"yst_prominent_words":[550,825,186,832,829,831,834,586,173,833,172,338,464,485,427,835,830,836,476,470],"_links":{"self":[{"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/posts\/1349"}],"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=1349"}],"version-history":[{"count":5,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/posts\/1349\/revisions"}],"predecessor-version":[{"id":1600,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/posts\/1349\/revisions\/1600"}],"wp:attachment":[{"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/media?parent=1349"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/categories?post=1349"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/tags?post=1349"},{"taxonomy":"yst_prominent_words","embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/yst_prominent_words?post=1349"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}