Docs Airdesk (EN)
Search…
⌃K

Deals

Deals management with control of cases, tasks or hours.
Deal management is one of Airdesk's most useful features. It aims to manage any type of deal. By using the contracts, you'll be able to create:
Cases
Tasks
Times
Once there are launches made, Airdesk helps you to control or respond to the following questions:
  1. 1.
    How many deals were closed this month?
  2. 2.
    How much € value the client has yet to pay?
  3. 3.
    How much € business value was raised by the seller?
  4. 4.
    What's the state of the deal?
  5. 5.
    What were the last deals requested by the customer?
  6. 6.
    What company is the deal in?
  7. 7.
    What's delaying the dispatch of the deal?
  8. 8.
    How long ago was it sent to the client?
  9. 9.
    Among others.

Deals Fields

In order to be able to make manage deals with accuracy, it's important that you fill out the contract fields presented in the table below:
Field name
Description
Company
Assign the contract to one of your companies.
Account
You can associate with a client.
Contact
The customer's primary contact for the respective contract.
Nº Sales Opportunity
Number for those who want to identify a number, for example, from the ERP.
Name
Description
Free contract description.
Start
Deal start date.
End
Deal end date.
Value
Monetary value of the contract.
Pipeline
Which pipeline it’s associated with.
Deal Status
What the status of the contract is.
Responsible for Deal
Who is the internal salesperson responsible for the deal.
Departments
Who has access to the deal.
Teams / Collaborators
Who has access, whether user or team.
Attributed to
To whom the contract is assigned internally.
Attachments
Files attached to the contract.

Deals special fields

There are some view fields that help to monitor the state of the deal. These fields are dynamic and based on the settings of each contract.

Originated/Completed

The field allows you to know the total number of dependencies you have so that they can be closed. In the example below, you can see that the respective contract has 48 complete dependencies out of 51.