Creating Your First Deal: Two Quick & Easy Methods
Ready to add a new opportunity to your pipeline? There are two super-efficient ways to create deals directly from the pipeline view:
Method 1: The Quick "+" Button in the Column Header
Click the "+" icon: Click this icon within the column header where you want to create the new deal.
Fill up Deal details
Main Contact
Company
Deal Name
Stage (pre-populated based on the column you clicked from )
Estimated Contract Value
Expected Close Date
Click "Create"
Method 2: Through the Company Overview Page
Once you are in a Company overview page, click on the 'Deals' tab in the right side of the page.
Click on "Create new Deal"
Fill up Deal Details
Click "Create"
Method 3: Through the People Overview Page
Once you are in a People overview page, click on the 'Deals' tab in the right side of the page.
Click on "Create new Deal"
Fill up Deal Details
Click "Create"
Exploring the Deal Overview: A deep dive into your business opportunities
The Deal Overview page provides a detailed look at all the information related to a specific Deal. To access the overview:
Go to the Deals board.
Choose and click on a Deal Card's name
Main View Layout: Two Key Sections
The Deal Overview page is typically organized into two primary sections, designed to give you a comprehensive understanding of the deal:
Activities Panel (Left Side):
Timeline: This tab focuses on your team's interactions and engagement history related to the deal. Showing a list of emails exchanged, meetings/calls.
Contacts: a list of contacts related to that deal, with an option to 'link' more people through the 'Link person' button
Follow-ups: All the tasks related to that deal
Deal Details Panel (Right Side): This panel is dedicated to storing and displaying core deal information, organized into tabs for different categories of information ("Details" and "Remarks"). All info is editable through double click.
Details Tab:
Point of Contact
Company
Deal Owner
Deal Name
Stage
Est. Total Value
Est. Close Date
Remarks Tab:
Team's Private Notes: The "Remarks" tab functions as a private notebook for your team, specific to this deal.
Effortlessly Move Deals Through Stages: Drag & Drop Simplicity
Click and Hold: Click your mouse button and hold it down on the deal card you want to move.
Drag to the New Stage: While holding the mouse button, drag the deal card across the screen to the column representing its new stage.
Release to Drop: Once you've positioned the card in the correct stage column, release the mouse button.
Optionally: You can just open the deal and change the stage info by choosing among the available options. This will also move the card through the columns.
Customize Your Pipeline View: Focus on What Matters Most
Your Deals pipeline is designed to be flexible, allowing you to tailor the view to highlight the information most relevant to you. You can control what information appears directly on each deal card.
Accessing View Settings: Your Customization Hub
Click "View Settings": Click this button to open the customization options.
Choose What to Display on Deal Cards: Within the View Settings, you'll find a list of information options you can display on each deal card. Click on the 'hide' button if you want to remove it from the card view or click on '+ Add column' if you want to add one.
Point of Contact
Deal Value
Company
HQ Country
Estimated Org Size
Estimated ARR
Assignee
Save Your Settings: By clicking on "Save View", or if you prefer you can discard it by clicking on 'Discard'
Filter Deals to Sharpen Your Focus
Filter by Deal Owner: This is the only filter available
Mastering Deal Stages: Your Pipeline's Foundation
Deal stages are the backbone of your pipeline, defining the different phases of your sales process. Understanding and customizing your deal stages is key to tailoring the Deals feature to perfectly match your sales workflow.
What are Deal Stage Groups?
To provide a structured framework, deal stages are organized into six main groups:
Prospecting: Stages for new opportunities and initial leads.
Qualifying: Stages for evaluating and determining deal viability.
In Progress: Stages for active deals moving towards closure.
Blocked: Stages for deals that are currently facing obstacles or delays.
Closed Won: Stages for successfully completed deals.
Closed Lost: Stages for unsuccessful opportunities.
These groups provide a logical flow for your sales process, from initial interest to final outcome.
Accessing Deal Stage Settings:
You can access the deal stage configuration pages through two convenient links:
Via Settings Menu:
Drop down from the Klipy Logo top left>Settings>Deals
Directly from Pipeline: When viewing your Deals pipeline:
Click on "Manage Stages" button
Configuring Your Deal Stages: Tailor Your Pipeline
Once you're in the Deal Stage Management area, you can add or remove stages for each group:
Set Color:
Click the Color Circle Icon: Locate the color circle icon associated with the stage.
Choose a Color: Select from a variety of colors to visually represent the stage in your pipeline.
Add New Stages:
Click the "+" Icon: Within each stage group.
Give it a Clear Name: In the dialog box, enter a descriptive name for your new stage (at least 4 characters). Choose names that clearly reflect the action or status of a deal in that stage.
Stage Order: New stages are typically added to the end of the stage list within their group, but you can easily reorder them by clicking on the arrows when you hover the cursor over the stage..
Manage Existing Stages: For stages that are already set up, you have management options:
Rename Stages:
Click the "..." (More Options) Icon: Next to the stage name.
Click "Edit"
Enter New Name: Type in the new name for the stage and save.
Delete Unused Stages:
Click the "..." (More Options) Icon: Next to the stage name.
Select "Delete": Click "Delete" from the dropdown menu.
Deleting Stages - Important Considerations:
Before deleting a stage, keep these points in mind:
No Active Deals: You can only delete a stage if there are no active deals currently assigned to that stage. You'll need to move any deals out of the stage before you can delete it.
Not the Only Stage in Group: Each stage group must have at least one stage. You cannot delete a stage if it would leave its group empty.
Deletion Warning: The system will typically display a warning message if you attempt to delete a stage that cannot be deleted due to the above reasons, guiding you on how to proceed.