Tracking Deals and Moving Them Through Pipeline Stages in "Edara CRM"

Every quote you sent and every customer who promised to get back to you next week is a sales opportunity that needs someone to follow it until it closes. As the opportunities grow, it gets hard to remember where each one stands, which is about to close, and which everyone forgot weeks ago until the customer went cold.

With "Edara CRM" you see all your opportunities sorted by the stage they reached, know their expected value, and spot late or neglected ones right away. When an opportunity moves forward or closes, you update it in two clicks, and the whole team sees the same picture.

Follow the Steps #

A deal is one sales opportunity. It moves through the stages of a pipeline until you mark it won or lost. You find deals under "Deals" in the side menu, and if your company has more than one pipeline, pick it from the dropdown next to the heading.

Ways to View Your Deals #

The screen shows the same deals three ways: "Kanban", with one column per stage and one card per open deal, best for daily work; "List", a table for sorting and changing many deals at once; and "Timeline", which lays the deals out in weeks by their date:

• Choose "Deals" from the side menu.
• Click one of the chips above the board to narrow what you see: "All open", "My deals", "Closing ≤ 30d" or "Needs attention".
• Choose "Kanban", "List" or "Timeline" at the top of the screen.

"Closing ≤ 30d" holds deals whose due date is within 30 days, overdue ones included, and "Needs attention" holds deals that are stale, have an overdue next step, or have no next step. You can also search with "Search deals…", filter with "Owner", "Following" and "Tags", and sort with "Sort: …". The view and pipeline you pick are remembered the next time.

On the Kanban view, a summary strip of five tiles sits above the board: "Open pipeline", "Weighted forecast", "Closing in 30 days", "Needs attention" and "Won this month". The weighted forecast adds up each deal's value times its probability. To fold the strip, click "Hide summary", and to bring it back, click "Show summary".

What a Deal Card Shows #

Each card on the board sums up the deal without opening it:

• The deal title and the owner's avatar, the company and main person, and the due date, which turns red once it has passed on an open deal.
• Up to three tags, then "+N" for the rest.
• The value in the deal's currency, with an approximate converted figure (≈) beside it when that differs from the board's currency. A deal with no value shows "Add value".
• "Idle" when nobody has worked the deal for five days or more.
• The next step with its type and due date, or "Schedule next step" when there is none.
• A coloured edge: red when the next step is overdue, amber when the deal has been idle longer than its stage allows.

Each column's header shows the stage name, how many deals it holds and their total value, and how many need attention. To make the cards smaller or larger, click "Compact cards" or "Comfortable cards".

Adding a Deal and Moving It Between Stages #

When a customer asks for an offer, add the deal right in the stage it reached, then move it as it progresses:

• Click "Add Deal", or the "+" in a stage column to start the deal in that stage.
• Pick the "Contact person" and "Organization", or add them from the same box if they are not there yet, type the "Value", and choose the "Currency", "Stage", "Due date" and "Source".
• Click "Create Deal".
• To move the deal, drag its card to the new stage column, or click ⋮ on the card and pick the stage under "Move to stage".

The deal title fills itself from the organization's name and you can change it, and you become the deal's owner. After every move, a message offers "Undo" for a few seconds in case you moved the card by mistake. You can also change the stage from the stage bar on the deal's page.

Marking a Deal Won or Lost #

When the customer signs or says no, close the deal so the win counts and the loss reasons show in your reports:

• Click ⋮ on the deal's card and choose "Mark won" or "Mark lost". You can also drag the card onto "Won" or "Lost" in the bar that appears while dragging.
• For a loss, pick the "Lost reason" in the "Why was this deal lost?" dialog.
• Click "Mark as lost".

A closed deal leaves the board, because the board shows open deals only, and you find it in "List" and "Timeline". To reopen a deal closed by mistake, open it and click "Reopen". A lost deal shows its lost reason on its page, and you can correct it with "Change".

Changing Many Deals at Once #

When a teammate leaves or their deals move to someone else, move them all at once from the List view:

• Choose "List" and tick the deals, or tick the header box to select them all.
• Pick the "New owner" under "Reassign to…".
• Click "Reassign".

From the same bar you can also:

• "Edit fields…": change the "Probability", "Due date" or "Close date" on every selected deal, then click "Apply". You can take it back with "Undo" in the message that follows.
• "Move to Trash": send the selected deals to the trash.

In the List view you choose which columns show with "Choose columns", and sort the table by clicking any column heading.

The Timeline View #

"Timeline" puts each deal in the week of its due date, so you see the busy and empty weeks. Won and lost deals show there with a "Won" or "Lost" label. Move between weeks with "-7 weeks", "-1 week", "+1 week" and "+7 weeks", and click "Today" to come back to this week. "Total visible:" adds up the open deals on screen.

Important Things to Know #

Try It Yourself #

Sample data — it doesn't affect any real data. Move a card to another stage from ⋮, add a deal from the "+" in any column, or mark a deal lost, then try "List" and "Timeline".

You May Be Wondering #

If you encounter any challenges or have questions during these processes, you can contact our technical support team, who are ready to assist you at any time.

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