Deals

Learn how to set up your deal stages, create deals manually or through automation, track sales through reporting, and more!

16 articles in this collection
Written by Lindsey Stroud and Katie Culp

Create & Report

Explanation of BenchmarkONE Deals

Closing deals is exciting! We give you the ability to customize, track, manage and close deals easily with our Deals module.

Written by Katie Culp
Updated yesterday

Create a Deal: Step-by-Step Guide

Check out this complete guide to customizing your deal pipeline and creating a deal for contacts manually or through automation.

Written by Katie Culp
Updated yesterday

Create a Deal by Automation

BenchmarkONE helps you automate deal processes that you used to do manually!

Written by Katie Culp
Updated yesterday

Create a Deal Manually

Create a deal for contacts manually through the contact record, contact list view or deals tab.

Written by Katie Culp
Updated yesterday

Sales Reports Overview

Reporting is key for tracking sales & improving efforts to close more deals! Get an overview about each report to help gain further insight.

Written by Katie Culp
Updated yesterday

Customize and Filter

Set Up and Customize Deal Stages

We know every business is different. Use this guide to customize the deal stages to match your sales process.

Written by Katie Culp
Updated yesterday

Customize the Deals List View

BenchmarkONE allows you to customize the Deals List View to see the information most relevant to you and your company.

Written by Katie Culp
Updated yesterday

Filter the Deals List View

Use filters to pull information on deals, associated contacts, contact activity and associated companies through the Deals List View.

Written by Katie Culp
Updated yesterday

Guide to Associated Deals Filters

Search & filter for contacts that have deals in BenchmarkONE that match certain criteria, or find contacts without a deal to engage with.

Written by Katie Culp
Updated yesterday

Using the Deal Status Bar

Quickly view the deals in each stage using the deal status bar. Clicking into each stage will show corresponding deal information.

Written by Katie Culp
Updated yesterday

Deal Actions

Apply Actions to Deal Records

Applying actions, such as tasks, notes, detailed updates, and custom fields on one or more deals is quick and easy! We'll show you how.

Written by Katie Culp
Updated yesterday

Bulk Edit Deal Fields

Update the status, sales rep, value, forecasted close date, win probability, and lead source for multiple deals at once.

Written by Katie Culp
Updated yesterday

Export Deals

BenchmarkONE gives you the ability to easily export a filtered list or all of your Deals into a CSV file.

Written by Katie Culp
Updated yesterday

Flowchart Examples

Flowchart: New Deal Process Automation [Basic]

Automating the creation of a deal is a great time saver! We provide a simple flowchart to show you how.

Written by Lindsey Stroud
Updated yesterday

Flowchart: New Deal Process Automation [Advanced]

Automating the creation of a deal is a great time saver! We provide a detailed flowchart to guide you through the life cycle of a deal.

Written by Lindsey Stroud
Updated yesterday

Flowchart: Sales Sequence from Nurture Campaign

A great way to make sure you are following up with your qualified sales leads in a timely manner is to use an automated Sales Campaign.

Written by Lindsey Stroud
Updated yesterday