Deals are the mechanism iPoint uses to track prospective work. Some people may call this a lead. Others might call it a pipeline. The list of Deals is the indicator of what a customer might spend to do a job.
Each of the customer’s deals is displayed in the list with the following details:
- Deal Name – what the deal is called
- Stage – this is the status of the deal. Where in the process of selling the job is this deal? The deal stages are customized by a system administrator in Settings
- Est. Value – how much money has the customer indicated they might pay for this job?
- Exp. Close – when might the customer be ready to do the work and sign the contract?
- Closed Date – if the deal has been converted into a sales order, there will be a closed date.
- Sales Rep – who is the salesperson responsible for this deal?
Clicking on a particular deal in the list will open the Deal details.
Clicking on a Deal in the list opens a new screen where you will see a number of details. Many of these elements come from the parent customer, but can be changed as necessary.
Each of these fields is modifiable if you have the correct permissions.
- Carousel – across the top of the deal is a series of buttons reflecting the stages of the deal. As the deal progresses to the next stage, simply tap the button that has been completed and the button will turn from orange to gray. If there are more stages than fit on the screen, use the arrows at the beginning and end of the carousel to scroll through the available buttons.
- Title – this is the name of the deal and will become the name of the proposal when the deal is accepted.
- Source – where did the referral come from? This is a customizable list in Settings.
- Estimated Value – how much has the customer indicated that they would be willing to spend?
- Estimated Close – when do you think the customer might accept the proposal and move forward? This date is used to help with pipeline forecasting.
- Proposed Value – this is the value of the proposal that was created to fulfill the deal.
- Sold Value – when the customer signs off on the proposal and it is converted to a sales order, this is the value of the sales order.
- Close Date – this is the date when the proposal became a sales order.
- Won/Lost – this is the status of the deal. If a sales order is created, typically the deal is won.
- Title – this is the same deal name as stated above
- First Name – the first name of the customer for this deal
- Last Name – the customer’s last name
- Partner – if the customer’s spouse or partner is listed, their name appears here
- Company – if the contact is part of a company, the company appears here
- Position – and the contact’s job within the company is listed here
- Main Phone
- Main Email
- CC Email
- Other 1
- Title – this is the name of the address and is used by iPoint to distinguish between addresses. Setting this address does not affect the actual address.
- Title – this is the physical address name for location the job is to be completed. Again, this is a name only and changing it does not affect the address below.
- Terms – how soon does the customer need to pay? This defaults from the customer terms, but can be modified on a deal by deal basis.
- Tax Rate – what tax rate is charged for this deal. Again, this defaults from the customer’s rate but can be modified for this deal.
- Sales Rep – who is the person within your organization responsible for this sale?
- Default Project – this is the default project where all work orders are assigned for billing purposes (typically on service only jobs).
- Billable – Select Yes if this customer’s work is always billable. Select No if work orders are sometimes not billable. This is typically used for service-related jobs and ties to the default project listed above.
- Alert – placing text in this box will cause an alert box to appear when the customer, deal, or related billing documents are opened. You might use this field to report that the customer is past due and no further work should be completed until they pay their bill.
iPoint may not track all of the information you want for your deals. So a system administrator can create custom lists to track additional information. These custom lists are the same lists that appear on the CRM main screen.