Deals

Explanation of Hatchbuck Deals
One of the most exciting parts of running your business is closing deals! With Hatchbuck, we give you the ability to customize, track, manage and close...
Fri, 22 Dec, 2017 at 10:50 AM
How to Customize your Deal Stages
We want your Hatchbuck system to match YOUR business process. We are all about personalizing, so use this guide to customize the stages of your sales pr...
Fri, 22 Dec, 2017 at 1:05 PM
Step By Step Guide To Creating A Deal
--If you prefer video, check out this awesome tutorial on Deals. In the Hatchbuck world, a Deal is the Sales Process for each customer. It u...
Fri, 22 Dec, 2017 at 11:06 AM
How to Manually Create a Deal
When someone says they are interested in your product, you are going to want to add them into your Deal Pipeline and track those dollars right into yo...
Fri, 22 Dec, 2017 at 11:14 AM
How to Automate Creating a Deal
The great thing about Hatchbuck is that we help you automate all those processes that you used to have to do manually! Here is how to automate the cre...
Thu, 18 Jan, 2018 at 9:28 AM
How Can I Customize the Deals List View?
By customizing your list view in Hatchbuck's Deal section you will be able to see the information most relevant to you and your company. You can a...
Wed, 10 Jan, 2018 at 11:08 AM
Guide to Associated Deals Filters
You can search and filter for contacts that have deals in your Hatchbuck Pipeline Within your Contacts, Companies, or Deals tab scroll down to the &q...
Wed, 10 Jan, 2018 at 11:14 AM
How Can I Filter my Deals List View?
Select the Filter button from the list view You can save filters that you use most with the My Saved Filter List Search the filter fields...
Wed, 10 Jan, 2018 at 11:24 AM
Deal Actions
Applying an action to one or multiple deals has never been easier! After navigating to your deals tab, filter and then select the deal or deals ...
Wed, 10 Jan, 2018 at 11:14 AM
How do I Update Multiple Deal Records?
With this time saver you can update the status or other fields of several deals at once with these simple steps:   Filter your deals by stag...
Wed, 10 Jan, 2018 at 11:05 AM
Using the Deal Status Bar
Hatchbuck's Deal status bar allows you to quickly view the deals associated with each of your stages.  Clicking into a Deal Stage will highl...
Wed, 10 Jan, 2018 at 11:10 AM
How Do I Export Deals?
If you want to export a filtered list or all of your Deals, Hatchbuck gives you the ability to easily export these into a CSV file.  Navigate to...
Wed, 10 Jan, 2018 at 11:16 AM
Sales Reports Overview
Reporting is key for tracking your sales and improving team efforts to close more deals.   All of Hatchbuck's sales reports give you filtering ...
Fri, 22 Dec, 2017 at 11:23 AM
Flowchart: New Deal Process Automation [Basic]
Automating the creation of a deal is a great time saver! The below flowchart shows 2 ways you can do this; through an online form or from a link automati...
Wed, 10 Jan, 2018 at 11:36 AM
Flowchart: New Deal Process Automation [Advanced]
This flowchart will help guide you through the life cycle of a Deal in Hatchbuck. Using Deals can help you analyze your progress and keep a pulse on ...
Fri, 22 Dec, 2017 at 1:05 PM