{"id":9779,"date":"2025-12-23T08:50:27","date_gmt":"2025-12-23T08:50:27","guid":{"rendered":"https:\/\/support.spoki.com\/docs\/uncategorized\/deals-user-guide\/"},"modified":"2025-12-23T08:56:41","modified_gmt":"2025-12-23T08:56:41","password":"","slug":"deals-deal-management-sales-pipeline","status":"publish","type":"docs","link":"https:\/\/support.spoki.com\/en\/docs\/platform\/deals-deal-management-sales-pipeline\/","title":{"rendered":"Deals \u2013 User Guide"},"content":{"rendered":"\n

Sales opportunity and pipeline management<\/strong><\/p>\n\n\n\n

Overview<\/h2>\n\n\n\n

The Deals<\/strong> feature allows you to manage sales opportunities and track their progress through customizable pipelines<\/strong>.
Each deal represents a sales opportunity associated with one or more contacts and helps track value, status, and expected close date.<\/p>\n\n\n\n

Deals provides a clear view of the entire sales funnel, enabling teams to organize commercial activities and close deals more efficiently.<\/p>\n\n\n\n

\n\n\n\n

Accessing Deals<\/h2>\n\n\n\n

To access the feature:<\/p>\n\n\n\n

    \n
  1. Open the Deals<\/strong> section from the main menu<\/li>\n\n\n\n
  2. On first access, you will be prompted to create a pipeline<\/li>\n<\/ol>\n\n\n\n

    At least one pipeline is required to start working with deals.<\/p>\n\n\n\n

    \n\n\n\n

    Sales Pipelines<\/h2>\n\n\n\n

    What is a pipeline<\/h3>\n\n\n\n

    A pipeline<\/strong> is a visual representation of your sales process.
    It consists of multiple stages<\/strong>, each representing a phase of the sales journey, from initial contact to deal closure.<\/p>\n\n\n\n

    Creating a pipeline<\/h3>\n\n\n\n

    To create a pipeline:<\/p>\n\n\n\n

      \n
    1. Click Create Pipeline<\/strong><\/li>\n\n\n\n
    2. Enter a descriptive name (e.g. Sales Pipeline<\/em>, Customer Onboarding<\/em>)<\/li>\n\n\n\n
    3. Configure the stages<\/li>\n\n\n\n
    4. Save the pipeline<\/li>\n<\/ol>\n\n\n\n

      Managing pipelines<\/h3>\n\n\n\n

      Pipelines can be managed from the \u2699\ufe0f Settings<\/strong> icon in the Deals section.<\/p>\n\n\n\n

      You can:<\/p>\n\n\n\n

        \n
      • Create new pipelines (up to 10)<\/li>\n\n\n\n
      • Rename existing pipelines<\/li>\n\n\n\n
      • Change the pipeline order<\/li>\n\n\n\n
      • Delete empty pipelines (without deals)<\/li>\n<\/ul>\n\n\n\n
        \n\n\n\n

        Pipeline Stages<\/h2>\n\n\n\n

        Stage structure<\/h3>\n\n\n\n

        Each pipeline contains multiple stages<\/strong> that represent the deal status.<\/p>\n\n\n\n

        When a pipeline is created, it includes:<\/p>\n\n\n\n

          \n
        • One configurable initial stage<\/li>\n\n\n\n
        • A Won<\/strong> stage with 100% probability<\/li>\n\n\n\n
        • A Lost<\/strong> stage with 0% probability<\/li>\n<\/ul>\n\n\n\n

          The Won<\/strong> and Lost<\/strong> stages are fixed and cannot be deleted.<\/p>\n\n\n\n

          Stage configuration<\/h3>\n\n\n\n

          For each stage, you can define:<\/p>\n\n\n\n

            \n
          • Name<\/strong><\/li>\n\n\n\n
          • Closing probability<\/strong> (0\u2013100%)<\/li>\n<\/ul>\n\n\n\n

            Stages can be:<\/p>\n\n\n\n

              \n
            • Reordered via drag & drop<\/li>\n\n\n\n
            • Deleted only if they contain no deals<\/li>\n<\/ul>\n\n\n\n
              \n\n\n\n

              Deals<\/h2>\n\n\n\n

              What is a deal<\/h3>\n\n\n\n

              A deal<\/strong> represents a sales opportunity associated with one or more contacts.
              Each deal includes key information such as value, owner, pipeline, stage, and close date.<\/p>\n\n\n\n

              Creating a deal<\/h3>\n\n\n\n

              To create a new deal:<\/p>\n\n\n\n

                \n
              1. Click Create Deal<\/strong><\/li>\n\n\n\n
              2. Fill in the required fields<\/li>\n<\/ol>\n\n\n\n

                Required fields<\/strong><\/p>\n\n\n\n

                  \n
                • Contacts<\/li>\n\n\n\n
                • Title<\/li>\n\n\n\n
                • Pipeline<\/li>\n\n\n\n
                • Stage<\/li>\n\n\n\n
                • Owner<\/li>\n<\/ul>\n\n\n\n

                  Optional fields<\/strong><\/p>\n\n\n\n

                    \n
                  • Amount<\/li>\n\n\n\n
                  • Currency<\/li>\n\n\n\n
                  • Close date<\/li>\n\n\n\n
                  • Reference<\/li>\n<\/ul>\n\n\n\n
                    \n\n\n\n

                    Deal fields<\/h2>\n\n\n\n

                    Contacts<\/h3>\n\n\n\n

                    You can associate one or more contacts with a deal.
                    When a contact is selected, the deal title is automatically pre-filled with the contact\u2019s name (editable).<\/p>\n\n\n\n

                    Amount<\/h3>\n\n\n\n

                    Represents the expected value of the deal.
                    The amount is displayed in views and used for statistics and reporting.<\/p>\n\n\n\n

                    Close date<\/h3>\n\n\n\n

                    Indicates when the deal is expected to close.
                    When a deal is moved to Won<\/strong> or Lost<\/strong>, the close date is automatically set if not already defined.<\/p>\n\n\n\n

                    Reference<\/h3>\n\n\n\n

                    An optional field useful for:<\/p>\n\n\n\n

                      \n
                    • External system integrations<\/li>\n\n\n\n
                    • Automations<\/li>\n\n\n\n
                    • Quick deal identification<\/li>\n<\/ul>\n\n\n\n
                      \n\n\n\n

                      Available views<\/h2>\n\n\n\n

                      View types<\/h3>\n\n\n\n

                      Deals can be viewed in two ways:<\/p>\n\n\n\n

                        \n
                      • List View<\/strong><\/li>\n\n\n\n
                      • Pipeline View<\/strong><\/li>\n<\/ul>\n\n\n\n

                        List View<\/h3>\n\n\n\n

                        Displays deals in a table format and allows you to:<\/p>\n\n\n\n

                          \n
                        • View all main deal fields<\/li>\n\n\n\n
                        • Sort by name, stage, dates, and amount<\/li>\n\n\n\n
                        • Select multiple deals for bulk deletion<\/li>\n<\/ul>\n\n\n\n

                          Pipeline View<\/h3>\n\n\n\n

                          Displays deals as cards organized by stage.
                          Each card shows the deal title, owner, amount, dates, and associated contacts.<\/p>\n\n\n\n

                          Deals can be moved between stages using drag & drop<\/strong>.
                          Changes are saved automatically.<\/p>\n\n\n\n

                          \n\n\n\n

                          Filters and search<\/h2>\n\n\n\n

                          Filters available at the top of the page include:<\/p>\n\n\n\n

                            \n
                          • Deal name<\/li>\n\n\n\n
                          • Pipeline<\/li>\n\n\n\n
                          • Owner<\/li>\n\n\n\n
                          • Created date<\/li>\n\n\n\n
                          • Expected close date<\/li>\n<\/ul>\n\n\n\n

                            Filters help quickly identify relevant deals.<\/p>\n\n\n\n

                            \n\n\n\n

                            Editing deals<\/h2>\n\n\n\n

                            Deal detail page<\/h3>\n\n\n\n

                            Clicking on a deal opens the deal detail page.<\/p>\n\n\n\n

                            Left panel<\/strong><\/p>\n\n\n\n

                              \n
                            • List of associated contacts<\/li>\n\n\n\n
                            • Editable deal information form<\/li>\n<\/ul>\n\n\n\n

                              Right panel<\/strong><\/p>\n\n\n\n

                                \n
                              • WhatsApp chat with the selected contact<\/li>\n<\/ul>\n\n\n\n

                                All deal fields can be edited from this page.<\/p>\n\n\n\n

                                Quick actions<\/h3>\n\n\n\n

                                From the deal detail page, you can:<\/p>\n\n\n\n

                                  \n
                                • Clone the deal<\/li>\n\n\n\n
                                • Delete the deal<\/li>\n<\/ul>\n\n\n\n
                                  \n\n\n\n

                                  Deleting deals<\/h2>\n\n\n\n

                                  Single deletion<\/h3>\n\n\n\n
                                    \n
                                  1. Open the deal<\/li>\n\n\n\n
                                  2. Click Delete<\/strong><\/li>\n\n\n\n
                                  3. Confirm<\/li>\n<\/ol>\n\n\n\n

                                    Bulk deletion<\/h3>\n\n\n\n

                                    Available only in List View<\/strong>, using multi-selection.<\/p>\n\n\n\n

                                    \n

                                    \u26a0\ufe0f Deleted deals cannot be recovered.<\/p>\n<\/blockquote>\n\n\n\n

                                    \n\n\n\n

                                    Pipeline statistics<\/h2>\n\n\n\n

                                    In Pipeline View<\/strong>, each stage shows:<\/p>\n\n\n\n

                                      \n
                                    • Total number of deals<\/li>\n\n\n\n
                                    • Total deal value within the stage<\/li>\n<\/ul>\n\n\n\n
                                      \n\n\n\n

                                      Deals and contacts<\/h2>\n\n\n\n

                                      From a contact\u2019s detail page, you can:<\/p>\n\n\n\n

                                        \n
                                      • View open and closed deals<\/li>\n\n\n\n
                                      • Create a new deal automatically linked to the contact<\/li>\n<\/ul>\n\n\n\n
                                        \n\n\n\n

                                        Automations<\/h2>\n\n\n\n

                                        Available triggers<\/h3>\n\n\n\n

                                        Automations can be triggered by:<\/p>\n\n\n\n

                                          \n
                                        • Deal creation<\/li>\n\n\n\n
                                        • Deal updates<\/li>\n\n\n\n
                                        • Stage changes<\/li>\n\n\n\n
                                        • Contact added to or removed from a deal<\/li>\n<\/ul>\n\n\n\n

                                          Available actions<\/h3>\n\n\n\n
                                            \n
                                          • Create deal<\/li>\n\n\n\n
                                          • Update deal<\/li>\n<\/ul>\n\n\n\n

                                            Dynamic fields<\/h3>\n\n\n\n

                                            Triggers provide dynamic fields related to deals, contacts, pipelines, stages, amounts, and dates.<\/p>\n\n\n\n

                                            \n\n\n\n

                                            Meta Conversion API integration<\/h2>\n\n\n\n

                                            Overview<\/h3>\n\n\n\n

                                            When Meta Conversion API<\/strong> is enabled, deals automatically send events to the connected Meta Pixel.
                                            This allows sales performance tracking in Meta Ads Manager<\/strong>.<\/p>\n\n\n\n

                                            Supported events<\/h3>\n\n\n\n
                                              \n
                                            • Lead<\/strong> \u2013 contact associated with a deal<\/li>\n\n\n\n
                                            • ViewContent<\/strong> \u2013 deal activity or updates<\/li>\n\n\n\n
                                            • Purchase<\/strong> \u2013 deal moved to a stage with 100% probability (Won)<\/li>\n<\/ul>\n\n\n\n

                                              If a deal is moved to Lost<\/strong>, a ViewContent<\/em> event is sent instead.<\/p>\n\n\n\n

                                              \n\n\n\n

                                              Best practices<\/h2>\n\n\n\n
                                                \n
                                              • Use clear and consistent stage names<\/li>\n\n\n\n
                                              • Keep deal statuses up to date<\/li>\n\n\n\n
                                              • Always fill in amount and contacts<\/li>\n\n\n\n
                                              • Use Won and Lost stages correctly<\/li>\n\n\n\n
                                              • Enable Meta Conversion API for tracking<\/li>\n<\/ul>\n\n\n\n
                                                \n\n\n\n

                                                User permissions<\/h2>\n\n\n\n

                                                Access to Deals depends on the user role:<\/p>\n\n\n\n

                                                  \n
                                                • Chat Operator<\/strong>: no access<\/li>\n\n\n\n
                                                • Administrator<\/strong>: full access<\/li>\n\n\n\n
                                                • Account Owner<\/strong>: full access<\/li>\n<\/ul>\n\n\n\n

                                                  <\/p>\n","protected":false},"excerpt":{"rendered":"

                                                  Sales opportunity and pipeline management Overview The Deals feature allows you to manage sales opportunities and track their progress through […]<\/p>\n","protected":false},"author":21,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[37],"doc_tag":[],"class_list":["post-9779","docs","type-docs","status-publish","hentry","doc_category-platform"],"year_month":"2026-04","word_count":809,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"Daniele Intermite","author_nicename":"daniele-intermite","author_url":"https:\/\/support.spoki.com\/en\/author\/daniele-intermite\/"},"doc_category_info":[{"term_name":"Platform","term_url":"https:\/\/support.spoki.com\/en\/docs-category\/platform\/"}],"doc_tag_info":[],"yoast_head":"\nDeals \u2013 User Guide - Supporto Spoki<\/title>\n<meta name=\"description\" content=\"Manage sales deals and track opportunities through customizable pipelines. 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