How to create deals for many client contacts at once

To create deals for many client contacts, open Client Contacts, select the people, and choose Add to deal in the action bar. Jobin prepares one deal per contact, with their account, for you to review.

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What this gets you

• A business development campaign becomes a pipeline you can track, in one step.
• Each deal keeps its own account, so reporting stays per client.

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Steps

1. Open Client Contacts in the sidebar, under Sales.
2. Filter or search for the people you want, for example contacts at accounts tagged as prospects.
3. Select them and choose Add to deal in the action bar.
4. Review the deals to create: the pipeline and stage, expected value, currency, win probability, and estimated close date.
5. Create the deals. Each one opens in the pipeline you chose.

To start from companies instead, select accounts in Accounts and choose Create deals, which opens one deal per account.

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Ideas to get more from it

• To add people to a deal you already have, choose Add to existing deal instead.
• After a sequence to prospects, filter Client Contacts by who replied, and create deals only for them.

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Related

• Deals and sales pipelines guide
• How to track client deals in a sales pipeline
• Contacts guide