Deal Type

Deal Types help categorize your sales opportunities for better organization and reporting.

Overview

Assigning deal types allows you to:

• Organize deals by category
• Filter and search by type
• Generate reports by deal type
• Track performance by category

Page Layout

• Add Deal Type button - Create new type
• Search - Find deal types
• Deal Types Table - List of all types

Deal Type Information

Each deal type has:

Field	Description
Type Name	Name of the deal type
Description	What this type represents
Color	Color coding for visual identification
Status	Active/Inactive

Common Tasks

Creating a Deal Type

1. Click + Add Deal Type
2. Enter type details:
   • Name - Descriptive name (e.g., "IT Services", "Product Sale")
   • Description - Brief explanation
   • Color - Select color for visual coding
3. Click Save

Editing a Deal Type

1. Find the type in the list
2. Click Edit
3. Update information
4. Click Save

Deactivating a Deal Type

1. Find the type
2. Click Edit
3. Change status to Inactive
4. Click Save

Note: Deactivating a type doesn't affect existing deals with that type.

Example Deal Types

Common deal type categories:

• IT Company - Technology clients
• Product Sale - Product-based deals
• Service Contract - Service agreements
• Consulting - Consulting engagements
• Maintenance - Support contracts
• Upgrade - Existing customer upgrades

Tips

• Clear Names - Use descriptive, understandable names
• Consistent Use - Apply types consistently across deals
• Review Regularly - Add new types as business evolves
• Don't Over-Categorize - Keep types manageable
• Use for Reporting - Leverage types in sales reports

Related Pages

• Deals - Apply types to deals
• Deal Source - Lead origins
• Dashboard - View type distribution

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💡 Note: Deal types help analyze which categories perform best, informing your sales strategy.