Deals management ideology
From Planfix
In the Deals management configuration, the following ideology is applied:
- Lead (potential client) is a combination of Contact and Task-Deal, in which this Contact acts as a Counterparty. Wherein:
- If at the first stage we do not have information about the client's needs, it is entered as a Contact, and in the process of processing this lead, a task-deal is created.
- If we immediately have information about the customer's needs, then the task-deal is created simultaneously with the creation of the Contact.
- Information about leads can get into the system in many ways:
- Is entered manually (for example, during the visit of the client to the office, telephone conversation, processing business cards of visitors to the exhibition, etc.)
- Comes in the form of a letter-request by e-mail
- Comes from the site or landing page through a universal integration mechanism
- Each Lead is assigned a manager who is responsible for bringing it to a successful deal
- To achieve a successful result, the manager plans various activities for the transaction: calls, meetings, describes the agreements reached with the client, by creating sub-tasks using a special template
- At each stage, except for the final, the transaction must necessarily be scheduled the following activity - this ensures that the manager does not forget about it
- In the course of activities, the transaction is progressively moving along the stages (statuses) set for it and reaches one of the final stages (Successful completion / Deal failed).