How do I add/edit deal phases?


When you get started with the Deal module in Teamleader, you'll automatically have a standard deal funnel as illustrated below.




The deal steps are basically the steps that are taken before a potential customer converts into a client. Make sure you agree on these steps internally first before you add and edit the deal phases, as there can only be one funnel for your entire Teamleader account.


Notes:

  • Do you sometimes have three to four meetings with a client before moving on to the next step in the process? Then we advise you to not create a deal phase for each meeting, as this can cause you to lose oversight. You can easily create several meetings in the same deal phase. The funnel should be used to maintain an overarching overview of steps to be taken.
  • Note that not every deal has to go through all phases, you can also choose to skip certain phases if a deal is closed sooner than expected.

In order to add/edit a deal phase, simply navigate to Settings > Deals > Deal phases.




On this screen, you can either add a new phase via the plus sign or edit the title of an already existing one by clicking the pencil icon under "Actions".


Adding a deal phase

Once you click the plus sign, you'll need to fill in a name and how soon deals in this phase will require action. This will influence the deal colours under deal activity, and helps you follow up on active deals. Read this article for more information.




Click "Save" to create the deal phase.




The deal phase will be added automatically above the phase "Quotation sent". You can still adapt the order by using the arrow buttons under "Actions".


Editing a deal phase

When clicking on the pencil icon next to a deal phase, you'll have the same options as when you add a deal phase.



You also have the option to delete phases by clicking on the bin under "Actions". The phases "Accepted" and "Refused" stand for "Won" and "Lost". This means: you can edit their names, but they will still stand for "Won" and "Lost". Those phases cannot be deleted.

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