--If you prefer video, check out this awesome tutorial on Deals.
Follow the below steps to fully utilize the Deals section of Hatchbuck:
Customizing your Deal Pipeline Stages
- Navigate to Account Settings> Customization > Deal Stages
To add a new stage, click the blue Edit Stages button
- You will then be able to + add a stage or merge stages
- When you choose to add a new stage a new blank row will appear at the bottom of your current stage list:
Name the stage to reflect YOUR business. You can be as creative or as generic as you want!
- Choose a general status for them. This is not displayed in your in your pipeline, but it helps our database organize the information correctly.
- Choose a default close probability, this is used to set the new probability when advancing a deal to this stage. It is optional, if you choose not to select a default close probability 0% will be show for that stage
- To re-order your stages just click and hold the move icon next to your deal stage name and move it to the appropriate spot in your pipeline
To Merge Stages: Click the Merge Stages button on the top right
- a pop up will appear where you can select the deal stages you want to merge
- The first stage is the one you want to "disappear", the second is where it's data will go.
- Click the merge deal button when you are finished and you will be brought back to your deal stage list
Using Deal Custom Fields:
- Deal Custom Fields can be used to store additional information on a Deal record, when Hatchbuck simply doesn't already have a field to store that information.
- To create or edit your custom fields, go to: Account Settings > Customizations > Custom Fields > Click into the Deals tab
- Help article on custom fields
Creating a Deal for a single Contact - Manual
- Navigate to the Contact Record of the person who has expressed interest in your product/service
- Go to the Deals tab > click the +New Deal button OR the Create A Deal button > either add a contact to an existing deal or choose + Create a New Deal
You will see this screen when creating a new deal:
REQUIRED: Name your Deal so you can reference it in reports and in your Deal tab
REQUIRED: Choose a Stage from one of your Custom Stages for this deal right now
REQUIRED: Estimate the value of this deal.
*Depending on your business, this might be tricky - just pull data on the average revenue from your closed business and use that number if you are unsure
- Put in a date that you expect to close this deal (there are some filtering and reporting options on this field, so it is helpful but not required)
- Choose a Win Probability - this is used to report the "expected revenue"over a certain period of time
- Choose a lead source - where did this person find out about you? This is one of the most helpful reports for determining ROI on your marketing efforts
- Choose a campaign source if they had been on one of your great nurturing campaigns. Again, some great insights can be drawn from this to startbuilding more effective campaigns.
- Description and Notes are just for personal use.
This will now appear in the Deal List under your Deal Tab
Creating a Deal for Multiple Contacts - Manual
- Navigate to your Contacts List View
- Select which Contacts are adding to this deal
- Click the orange Actions drop-down > Create New Deal
Follow all the same steps above but NOTE:
- You need to choose a primary contact for this deal of the people you selected.
- Also, it will not auto-populate their sales rep so add which one this is assigned to.
Creating a Deal from the Deals Tab - Manual
- In the Deals Tab, click the teal +New Deal button
- Follow the same steps as above in "Create a Deal for a Contact"
- It will populate your name as the sales rep, but feel free to change it
Creating a Deal - Automated
- When you select Create a Deal from the Triggered Automation menus, you will see this screen:
Choose a name for all your Deals that come through this specific source.
- You can personalize it too! Add in the Contact Name or a Custom Field to populate based on who is filling it out if you want
- Choose to either assign it to the sales rep assigned to the specific contact, or assign it to the same salesperson every time.
Put in an estimated value for all your deals that come through this source.
- Look at some data and put in an average - you can change it manually for each deal as it moves through the purpose.
- Give a forecasted close date - how many days does it usually take to close deals in your business? Choose that
- Give a lead source for these Deals (in our example, Demo Request form)
- Use campaign source if this is a step in a campaign
- You can also choose to only run this the first time they fill out the form to prevent duplicates.
- Tip: Make sure to also add a Notification or Task triggered action for your sales rep so deals don't slip through the cracks!
Now you are all set - sit back and watch it work some magic!