What is the Deal Management Module and how do I use it

The Deal Management Module in Carddio CRM helps you manage your entire sales process — from creating new deals to tracking progress and closing successfully.

Follow the steps below to use it effectively.

Step 1: Access the Deal Management Module

1. Log in to your Carddio CRM account.
2. From the left-hand navigation menu, click on Deals.
3. This will open the Deal Listing Page, where you can view, search, and filter all existing deals.

Step 2: Create a New Deal

1. Click the “+ Create Deal” button.
2. Fill in the required fields:
• Deal Name – Enter a descriptive name for easy identification.
• Currency – Select the currency of the deal.
• Deal Amount – Specify the estimated value.
• Deal Owner – Assign who is responsible for the deal.
• Priority – Choose from High, Medium, or Low.
• Deal Type – Select the type of opportunity (e.g., New Business, Renewal).
• Pipeline – Choose the appropriate sales pipeline.
• User – Assign a company user who will work on this deal.
• Contact – Link the deal with an existing contact or create a new one.
• Dates – Add Start Date, Due Date, and Close Date (optional).
• Tags / Notes – Add internal notes or keywords for reference.
3. Click Save to create the deal.

Each new deal is automatically assigned a unique reference number for easy tracking.

Step 3: View All Deals

1. After creating deals, go back to the Deal Listing Page.
2. Here you can:
• View all active and closed deals.
• Filter by Pipeline, Stage, User, Priority, or Date.
• Use the search bar to find deals quickly.
3. You can also edit, view, or delete deals directly from this list.

Step 4: Open Deal Detail View

1. Click on any deal name to open its Detail View.
2. This page displays all deal-related information in one place, including:
• Deal Overview (Owner, Value, Stage, Priority)
• Assigned Users and Linked Contacts
• Activity Timeline (Emails, Notes, Follow-ups, Quotations, Tasks, etc.)
• Attached files and documents
3. You can update the deal stage, add new activities, or modify details anytime.

Step 5: Track Deal Progress

1. Monitor your deal as it moves through each stage of the pipeline — from Prospecting to Closed-Won or Closed-Lost.
2. Update the Deal Stage manually or automatically based on your workflow.
3. Add Follow-ups, Tasks, or Meetings under the Activity section to stay organized.

Step 6: Customize Your Deal Pipeline

1. Go to Settings → Deal Management Settings.
2. Under this section, you can:
• Create and edit Pipelines with custom stages (e.g., Prospecting, Meeting, Negotiation, Quotation Sent).
• Define Deal Priority Levels (High, Medium, Low).
• Enable or disable optional fields like Reference Number, Due Date, etc.
3. Save changes to update your deal workflow instantly.

Step 7: Manage and Close Deals

1. Once a deal reaches the final stage, mark it as Closed – Won or Closed – Lost.
2. Record final notes, upload any supporting documents, and log the closure date.
3. Closed deals remain accessible in your listing for reports and performance tracking.

✅ That’s it!
You’ve successfully learned how to create, manage, and track deals using the Deal Management Module in Carddio CRM.
It’s designed to help your team stay aligned, work smarter, and close deals faster.