Managing Deal Details, People, and Products in "Edara CRM"

A deal starts with a rough figure and the name of one person you talk to. Then the picture fills in: the finance manager joins the talks, the customer asks for a set number of devices at a certain discount, and the whole file may pass to a teammate who finishes the negotiation.

The deal's page keeps all of this in one place: who takes part in the decision and who the main person is, the products and quantities the real value comes from, and who owns the deal now. And if two people on the team logged the same opportunity twice, you join them into one deal without losing either one's activities.

Follow the Steps #

To open a deal's page, click its title on the "Deals" board or anywhere it shows. The page has these parts:

• The top bar: the title and the deal's status, the "Owner" pill, the followers pill, "Won" and "Lost" (or "Reopen" on a closed deal), and "⋯" for "Duplicate", "Merge" and "Delete". Above the title are the pipeline and the current stage, and "From lead: …" shows when the deal came from a converted lead.
• The stage bar: every stage of the pipeline, with how long the deal spent in each. While the deal is open, click any stage to move it there.
• The sidebar: the "Deal value", "Details", "Tags", "People", "Products", "Organization" and "Edara Orders" sections. Every field in it is click-to-edit and saves right away. To reach a field fast, type its name in "Filter fields".
• The main column: the "Timeline", "Quotes" and "Changelog" tabs, with quick buttons under them to log an activity or "Send Email".

Adding People to a Deal #

Add everyone who takes part in the buying decision, and set the main person you talk to first:

• In the sidebar's "People" section, click "+ Add".
• In "Add Person to Deal", search for the contact and pick them, or create a new contact from the same box.
• To change the "Main person", click the star beside someone else's name ("Make main person").

The main person is marked with a filled star. To take someone off the deal, click "×" beside their name. To set which details each person's card shows, click "Choose fields". That choice is yours alone.

Adding Products to a Deal #

Once you know what the customer will buy, add the products so the deal value comes from them instead of the rough figure:

• In the "Products" section, click "+ Add". The "Add products to deal" dialog opens.
• Check the "Deal Currency", and choose whether "Amounts are" "No tax", "Tax exclusive" or "Tax inclusive". With tax, type the "Rate %" and click "Apply to all lines" if every line shares it.
• Click "+ Product" for each line, pick the product, and set the "Price", "Quantity", "Discount" and "Tax %". You can add an "Additional discount" on the whole deal.
• Click "Save".

Once a deal has products, its value is calculated from them and shows a lock, so you can't type the value by hand. To change the value, change the products or quantities.

Linking the Organization and "Edara" Orders #

In the "Organization" section, click "+ Link" (or "Change") and pick the organization. To remove it, click "Unlink organization". In the "Edara Orders" section, you link the deal to an existing sales order in "Edara", or create a new sales order from it. See Connecting "Edara CRM" to "Edara" and Pushing Deals as Sales Orders.

The Deal's Currency #

Each deal keeps its own currency, which you change under "Details" then "Currency". When it differs from your company's currency, a "Rate → …" row shows the exchange rate with a label:

• "Auto rate": follows the latest exchange rate while the deal is open.
• "Manual rate": someone typed it in, and it stays until it is changed.
• "Frozen at close": won and lost deals keep the rate they closed at, so revenue reports don't change.

On an open deal, click "Use latest rate" to replace the rate with today's.

Transferring, Duplicating and Merging #

When a teammate takes over a deal, transfer it to them. When you need a similar deal for another customer, duplicate it instead of starting from scratch. And if the same opportunity was logged twice, merge the two:

• To transfer the deal, click the "Owner" pill, choose the person under "Transfer ownership", then click "Save".
• To duplicate it, click "⋯" and choose "Duplicate". A copy named “… (copy)” opens, with the same products, people, tags and custom fields.
• To merge, open the deal you want to keep, click "⋯" and choose "Merge", then pick the other deal in "Search for the deal to merge with".
• Under "In case of conflict", choose "Keep this deal's data" or "Keep the other deal's data", and check the value that stays on each row of the table.
• Click "Merge".

The merge table shows "This deal", "Other deal" and "Merged deal". "Pipeline and stage" is one choice, and so is "Products and value": the merged deal keeps one deal's whole product list, never a sum of both. "Status" is one choice too. After the merge, activities, notes, emails, quotes and custom fields move to the deal you keep, the people and followers of both stay on it, and the other deal goes to the trash.

To delete a deal, click "⋯", choose "Delete" and confirm, and it goes to the trash. "Edara" order links are not copied when you duplicate a deal.

Important Things to Know #

Try It Yourself #

Sample data — it doesn't affect any real data. Add a person to the deal and make them the main person, add products and watch the value change, transfer ownership, or try "Duplicate" and "Merge" from ⋯.

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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