Create a Deal
💡 Quick Answer
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.
- Fill in the Deal Information:
- Deal Name
- Deal Amount
- Deal Priority
- Notes or descriptions
- Deal Stage (e.g., New Lead, Negotiation, Won)
- Associate the Deal with a contact (Optional but helpful!)
- Click Create Deal. 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.
Frequently asked questions
Can I link a deal to multiple contacts?
Can I change the stage of a deal later?
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