The deal pipeline helps you visualize and prioritize deals at various stages in your process. Relate deals to multiple entities, collaborate with notes, plan with tasks and more to move deals forward and gain new clients.
Each card in the pipeline represents a unique deal. At minimum, to create a deal you only need to give it a name. You can also optionally relate it to entities in your pipeline or the Retailsphere database (described in the “Deal Relationships” section below.)
Deal cards can be dragged and dropped into different stages. This helps you to visualize all your deals and how much progress is being made.
An admin on your team can customize the stages to what works best for your team. To manage stages visit Settings > Pipeline Settings.
When clicking a deal card a window opens on the right providing additional information about the deal. Only the deal owner and admins can add/edit deal information. Any teammate, however, can leave notes in the record for the deal owner to see.
Creating a deal from the deal pipeline
At the bottom of each stage column is an “Add a deal” link. Clicking this will allow you to create a new deal to be added to that stage.
In the window that appears, you can:
- Name your deal
- Define who can view the deal
- Relate the deal to entities (retailers, companies, shopping locations, people)
- Create a “Next step” task
Deal Relationships
At the time of creating a deal you have the option to relate the deal to retailers, shopping locations, companies, and contacts. These can be added and edited at a later if not yet available.
Retailers
You can only relate 1 retailer to a deal.
Retailers within the Retailsphere database can be related to your deal. If a retailer doesn’t exist in the database, you can request a retailer to be added by reaching out to customer success or by using the Suggest a Retailer feature.
Shopping Locations
You can only relate 1 shopping location to a deal.
Shopping Locations within your pipeline and from the Retailsphere database can be related to your deal. Use the search bar at the top of the dropdown to quickly find the the shopping location you need.
With a shopping location selected, all the “Space” selector will auto filter to spaces within the users pipeline that relate to that shopping location (it will not display units from the shopping location db record). User can optionally add a space (the space will not add to the db unless the user adds a retailer to the deal and marks them as a tenant).
Spaces
You can only relate 1 space to a deal.
Spaces within your pipeline can be related to your deal. Spaces within your pipeline are divided by shopping location name and display the space name followed by the square footage. If you have already related a shopping location, you will only see spaces that relate to that shopping location. A search bar at the top of the dropdown will help you find a space if many exist.
If a space you need does not exist, you can add a space by clicking the “Add a space” link next to shopping location names or at the bottom of the dropdown.
Relating a space to your deal will allow you to add additional information to your deal including lease rate, lease term, lease type, and tenant improvement budget. These options will be available to you after creating your deal. Save time by setting deal presets in your spaces.
If the space you selected is within a shopping location, the shopping location will automatically be added as a relationship to the deal.
Companies
You can relate multiple companies to a deal.
Companies within the Retailsphere database can be added to your deal. If a company does not exist, reach out to customer success to have it added to our database.
Contacts
Multiple contacts can be related to a deal.
Contacts from your pipeline and related entities can be added to your deal. The dropdown will automatically display contacts from companies or retailers you have already related to the deal. Using the search bar within the dropdown you can add contacts from your pipeline.
If a contact you need does not exist you can add one by clicking “Add a new contact” at the bottom of the dropdown.
Deal privacy options
When creating or deal or editing an existing active deal, you have the option to make the deal private or visible to everyone on your team.
Private deals
Private deals are visible only to the deal owner/creator and teammates the owner adds to the deal as collaborators. Collaborators can be added to the deal by clicking the Plus button on the top right of the deal sidebar.
Collaborators will be able to view/edit the deal within the deal pipeline and will also see activity relating to the deal.
Only the deal owner can add and remove collaborators from the deal or change the visibility to everyone on the team.
Everyone on my team
With this enabled, every user in your account will be able to view the deal and all activity within pipeline management (with the exception of private notes). They cannot edit the deal. To allow others to edit, click the Plus button at the top right of the deal sidebar and add collaborators.
Filters
How to view deals created by teammates
You can view deals that have been shared with you or given team wide visibility. To view deals by teammates, click your name to the right of the search field above the deal pipeline and select teammates with deals you would like to view.
How to view won or lost deals
Above the deal pipeline is a filter labeled “Active Deals”. Using this filter you can choose to only view deals that have been marked as won or lost.
Exporting deals
At the top right of the deal pipeline is a button labeled “Export”. Clicking this will generate an Excel spreadsheet of all the visible deals.
Enabling and disabling filters to the left of this button enables you to control which deals get exported. For example, if you would like to export all of your won deals, click “Active Deals” and select “Won Deals”. Next click “Export”.