What is a Deal?Updated 2 months ago
Your new best friend for tracking leads, managing relationships, and closing sales. Whether you're a solopreneur or part of a growing team, the CRM tool helps you stay on top of every opportunity — all within the One Good Card dashboard.
💡 Quick Answer:
A Deal represents a potential business opportunity. Log in to One Good Card, go to Deals, click + Create Deal, fill in the deal details, associate it with a contact if needed, and click Create Deal to track your sales in your pipeline.
What is a Deal?
A deal represents a business opportunity — a potential client, collaboration, or sale you're working toward. Each deal is placed in a sales pipeline stage, allowing you to track its progress from start to win (or loss). Think of it as your visual to-do list for revenue.
How to Create and Use a Deal?
- Log in to your One Good Card account and click Deals to access your CRM.
- Click on + Create Deal.
- Fill in the Deal Information:
- Deal Name
- Deal Amount
- Deal Priority
- Notes or descriptions
- Deal Stage (e.g., New Lead, Negotiation, Won)
- Associate the Deal with a contact (Optional but Helpful!)
- Click Create Deal. Your deal will now appear in your CRM pipeline.
GIF showing how to create a new deal and link it to a contact or company
✏️ Pro Tip:
- Need to make changes? No problem. Just click on the deal to edit, update stages, or add notes anytime as things progress.
Frequently Asked Questions
Can I create multiple deals?
Yes! You can create as many deals as needed to track all your opportunities in your CRM.
Can I link a deal to multiple contacts?
Yes, a deal can be associated with multiple contacts you have in your Contact Book.
Can I change the stage of a deal later?
Absolutely! You can update the deal stage anytime to reflect progress in your sales pipeline.