What is deal? How to Create and Use it?
Your new best friend for tracking leads, managing relationships, and closing sales.
Whether you're a solopreneur or part of a growing team, the CRM tool helps you stay on top of every opportunity — all within the One Good Card dashboard.
What is a Deal?
A deal represents a business opportunity — a potential client, collaboration, or sale you're working toward.
Each deal is placed in a sales pipeline stage, allowing you to track its progress from start to win (or loss). Think of it as your visual to-do list for revenue.
How to Create and Use a Deal?
- Log in to your One Good Card account and click Deals to access your CRM.
- Click on + Create Deal
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Fill in the Deal Information like:
- Deal name
- Deal amount
- Deal Priority
- Notes or descriptions
- And most importantly — Deal Stage (e.g. New Lead, Negotiation, Won)
- Associate the Deal with a contact (Optional but Helpful!)
- Click Create Deal and you're done! Your deal will now appear in your CRM pipeline.
✏️ Need to Make Changes?
No problem. Just click on the deal to edit, update stages, or add notes anytime as things progress.
