What is a Deal?

A Deal is a type of record

A Deal is a type of record

You can use Deals to store information that you want to keep separate from your Contact data. Deals are great for tracking multiple sales with a contact or for managing projects.

Deals can be searched, assigned to a Batchbook user, and included on reports and export files.

A deal can be assigned to a specific contact

A deal can be assigned to a specific contact

Each deal can be with a specific contact in Batchbook. The deal will be linked from that contact's detail page, and you will see who the deal is with from the deal detail page.

Deals also have some useful default fields. You can record the amount of the deal or its status. You can also add a description to a deal, along with tags and SuperTags.

Deals can have associated contacts

Deals can have associated contacts

You can associate multiple contacts with a deal if they are involved in it. This is especially helpful when you bring together a team to work on a project or when you have multiple contacts for a sale. It is also useful when multiple people from different companies are all working on one deal.

Deals can have SuperTags, Communications, Comments, and can be used with Permissions

Deals can have SuperTags, Communications, Comments, and can be used with Permissions

SuperTags make deals fully customizable to your unique needs. As with contacts, you can also track communications, add To-Dos and Events that are related to a deal, make comments on a deal, or assign permissions (if you have multiple users and some of them are Basic users).

You can add Files, To-Dos, and Events to Deals

You can add Files, To-Dos, and Events to Deals

Look for these boxes in the right-hand column to attach files to a deal or to add related To-Dos and Events.