ANTE User Manual

Deal Types

Deal Types categorize your sales opportunities and let you attach reusable pricing tiers to each category.

Overview

A deal type is a simple named category (for example "IT Services" or "Product Sale"). Each deal type can hold one or more pricing tiers — preset pricing packages (recurring revenue, implementation fee, total contract value, and discount limits) that can be applied when you create a deal.

Finding Deal Types

In the sidebar, open CRM and select Deal Types.

The Deal Types page shows:

  • Add Deal Type button (top right) — create a new type
  • Deal Types table — lists every deal type with these columns:
ColumnDescription
Type NameName of the deal type
StatusActive or Inactive
CreatedDate the type was created

You can search the list by Type Name, and sort by Type Name, Status, or Created. Click any row to open the deal type's detail page.

Deal Type Information

A deal type has only one editable field:

FieldRequiredDescription
Type NameYesName of the deal type

Status (Active/Inactive) and the Created date are managed by the system and shown on the detail page — they are not entered on the form.

Common Tasks

Creating a Deal Type

  1. On the Deal Types page, click Add Deal Type.
  2. Under Deal Type Information, enter the Type Name (required).
  3. Click Create Deal Type.

You are returned to the Deal Types list with the new type added.

Viewing a Deal Type

  1. Click the deal type's row in the list.
  2. The detail page opens on the Overview tab, showing:
    • Type Name
    • Status (Active or Inactive)
    • Created date

Editing a Deal Type

  1. Open the deal type's detail page.
  2. Click Edit (top right).
  3. Update the Type Name.
  4. Click Save Changes.

Deleting a Deal Type

  1. Open the deal type's detail page.
  2. Click Delete (top right).
  3. Confirm in the dialog. This action cannot be undone.

Pricing Tiers

Each deal type's detail page has a second tab, Pricing Tiers, where you manage the pricing packages tied to that type.

The Pricing Tiers table lists each tier with these columns:

  • Tier Name (with its tier code and description below)
  • Monthly Recurring Revenue
  • Implementation Fee
  • Total Contract
  • Max Discount %

Each row has edit and delete buttons.

Adding a Pricing Tier

  1. On the deal type detail page, open the Pricing Tiers tab.
  2. Click Add Tier (or Add First Pricing Tier if none exist yet).
  3. Fill in the form:
FieldRequiredDescription
Tier NameYesName of the tier (e.g. "Standard")
Tier CodeYesShort code; auto-generated from the tier name as you type
DescriptionNoBrief description of this tier
Approved BudgetNoApproved budget for the contract
Monthly Recurring RevenueNoRecurring monthly revenue (MRR)
Implementation FeeNoOne-time implementation fee
Total ContractNoAuto-computed as Implementation Fee + (MRR × 12); you can override it by typing a value
Max Discount %NoDiscount ceiling — deals exceeding this need approval (leave blank for no limit)
Guidance NotesNoNotes to guide when this tier should be used
  1. Click Create.

Editing a Pricing Tier

  1. Open the Pricing Tiers tab.
  2. Click the edit (pencil) button on the tier's row.
  3. Update the fields and click Save. (The Tier Code cannot be changed once the tier is created.)

Deleting a Pricing Tier

  1. Open the Pricing Tiers tab.
  2. Click the delete (trash) button on the tier's row.
  3. Confirm in the dialog. Deleting a tier does not affect existing deals.

Tips

  • Clear names — use descriptive type names so they are easy to recognize when creating deals.
  • Set discount limits — a Max Discount % on a tier flags deals that exceed it for approval.
  • Let totals auto-compute — the Total Contract is calculated from the Implementation Fee and MRR; only override it when you need a custom value.
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