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Managing your “Deals”
Managing your “Deals”

Learn how to manage your Deals in Cliently

James M avatar
Written by James M
Updated over a week ago

Focus: The focus of this public FAQ/Self Help guide is to provide you an overview and details about Cliently “Deals”.

What are Deals?: A Deal is a qualified contact(s) and/or company that you are actively pursuing. Using Pipelines and Stages, you're able to track and move each Deal through your sales cycle.

Can I create my own custom fields for 'Deals"? Yes, you can! Check out our FAQ for more details.

Step 1: Creation of New Deals. The creation of new Deals can be done from the Dashboard or Real-time View. Click on the red “+Add New” button, then “Add Deal”. Be sure to fill out all the fields available. Please note: A Contact or Company is required to create a new Deal.

Step 2: Overview of Deals.. In Cliently, go to the Real-time view and then click on the drop down to access “Deals”.

Step 2-A: User interface overview. Cliently has designed to show all the pertinent information regarding your Deals. You can Search, view column data, and access details about your Deal’s by clicking on the name of the deal.

Step 2-B: Search Cliently’s search is a powerful tool to find your deals quickly. You can search by contact name, email address, company name and deal name to find them fast.

Step 3: Filtering and Recipes for company Cliently also offers many filters in order to do more specific type of filtering for your deals by different types of data. Including “Deal Owner”, “Number of contacts per Deal”, “Number of active flows across company” and much more.

Step 3-A: Adding filters and then saving for a recipe. Once you start adding filters a ‘save recipe’ button will display to take you through the steps to save your recipes. Click here to learn more about using Filters and Recipes on the Deal’s page:

Step 4 Columns Cliently provides a default list of columns of data related to contacts and companies associated with the Deals in your account.

Step 4-A: Column Sorting. Last Engaged is set by default for sorting. However, you can also click on each column to sort. Sorting is defined by the following for each column:

  1. Name: alpha (a-z) by first name

  2. Last Engaged: sorts by most recent first

  3. Last Contacted: sorts by most recent first

  4. Next activity: sorts by most recent first

  5. Recent flow:

    1. Alpha > by title of flow (Any flow that has a name), then by NONE’s; then by,

    2. Status > Active, Not started, Stopped (None is already pushed to bottom); then by,

    3. Alpha > Contact First Name

  6. Number of contacts

  7. Active Flows

  8. Completed Flows

  9. Stopped Flows

  10. Errored Flows

  11. Not Started

  12. No Flow

  13. 7 day Engagement: highest to lowest (descending)

Step 4-B: Deal Details. The name column will provide the Deal name and a company (if associated to the deal)

Clicking on the name to take you to the Deal page (more details in step 4):

Step 4-C: Last Engaged. This highlights the most recent engagement from a deal contact/lead - this data is triggered by your digital outreach - i.e. email and video messages only. Engagement events include opened, links clicked (hyperlinks clicked in the email/video message), watched and replied. You can hover over the icons provided to show a more detailed review of the most recently engaged action. From the hover, you can access replies from your recipients and open the original message by using the vertical “ellipses”.

Step 4-D: Last Contacted. This highlights the most recent communication/engagement from a deal contact/lead - this data is triggered by your digital outreach - i.e. email and video messages sent, postcard sent, handwritten note sent, gift card sent or tasks completed. Hovering will allow you to view details of the latest contacted event, showing the date and time.

Step 4-E: Next Activity. If there is a scheduled action in the future, it will be listed here. Hover to see the scheduled date/time.

Step 4-F: Contacts. Here will show the number of contacts connected to the deal.

Step 4-G: Deal Value Shows the dollar amount entered in for the deal's value.

Step 4-H: Pipeline/Stage Shows the current Pipeline and stage the Deal is in. Stage of the Deal based upon a percentage of the number of stages you have for that Pipeline. Configured in step 6-below.

Step 4-I: Flow status columns - These columns will provide details about flows that have been connected or not connected to the contact. Cliently will let you know if the flow is active, completed, stopped, errored, not assigned or no flow associated with the contact. You can hover over the field in the column to let you know the contact and which status they are in.

Step 4-J: 7-Day Engagement. Count of engagement activity across all Deal’s contacts over the last 7 days. The 7-day window includes today. You can then hover over the number for additional information on the exact number of email/video message action: replies, opens, clicks (hyperlinks), watches and“Sent by (email sent to you outside Cliently)”. that have taken place.

The icons for this column break down as follows:

Step 5: Access Deal information. By clicking on the Deal name, you can access all the important details about this card.

Step 6: Break down of the Deals page. Next we will discuss the separate sections/cards that make up the Deal Card.

Step 6-A: Deal card. This section provides information about the deal, including Name, Value, Pipeline/Stage, and Owner.

You can edit the deal information by clicking on the vertical “ellipses”. Options to “edit” the Deal fields.

And you can delete the Deal at anytime, if you no longer need the Deal. Please note when deleting Deals it does not remove the company or any contacts associated with it from your account. Also, once the delete has been deleted, you will be unable to restore any deleted Deals.

Step 6-B: Company Card. For each Deal, a company can be added.

Reviewing Company information and tools. In the Company tile, you can click on the name of the company to take you into a full view of the company information. By using the vertical ellipsis, you can “edit”, “switch” and “remove” companies from the deal.

Example of the Company page:

Step 6-C: Contact Card. Click the “+” button to add contact(s) to the Deal. Multiple contacts can be added to more than one Deal.

You can access the contact details as well as the ability to edit Contact information or Remove contact information by clicking on the vertical “ellipses”. Options include to access the full details of the Edit Contact (right side panel opens), View Contact and Remove Contact.

Step 6-D: Deal Notes Cliently also offers the ability to add notes to the Deal which can be used to add additional information, followups, etc.. Click “Type a note”

Step 6-E: Deal Timeline. The Deal timeline consists of any emails or video message Instant Actions or actions used in Flows. This is designed to help you see the engagement via emails per each contact that is connected to the Deal. Information such as sent, opened, replied, link clicked, etc… are included for each action that is sent from your Cliently account. Expansion of the message can be shown by clicking on the message itself.

Step 7: Review and setup of new Pipelines. Next, we will discuss Pipelines. Cliently pipelines are a great way to manage all of your Deals in Cliently. Take advantage of Cliently’s “Add new” pipeline feature to efficiently manage these separate outreach processes. Access by going to “Top-right profile Icon” > Pipelines and stages”.

Step 8: Adding and editing Deal Stages. Next, we will discuss Stages. By Default, we automatically include five (5) stages in Cliently and you can add/remove your Deal cards in those stages to help you along in the sales process. At any time, you can also add your own “Stages”, by clicking on the name of the pipeline and then on the right side menu, used the filed Add Stage” type in stage name and press enter on the keyboard to save the stage.

Column Definitions for Default Card Stages:

  • New Lead - New leads are your prospective customers or clients. You’ve either gathered their contact information through advertising, trade shows, direct mailings, or, you may have added them directly from Cliently’s database.

  • Qualifying - The qualifying stage is also known as the ‘information gathering’ stage. This is when you determine whether or not a prospective client is the right fit for your product or service offering.

  • Validation - You have proven to the prospect that your offering fits within their organization and preparation to meet with final decision makers are made.

  • Negotiation - You and the prospective client are in mutual need of your product or service AND you have made contact with the decision maker that is able to sign off on the deal.

  • Closed Won - You did it! You closed the deal! Now, you have added one new client to the books.

Step 9: Deletion of Pipelines and stages. Please note: if you delete pipelines or stages and IF you have any ‘Deals’ in those, this will also DELETE the DEAL associated.

A: Deleting Pipelines This can be done, by clicking on the ‘trashcan” to the right of the Pipeline you wish to delete.

B: Deleting Stages. At any time you can also delete a Stage. Click on the name of the Pipeline to ‘edit’ it. Find the stage you wish to remove and click on the red ‘delete’ button to delete it.

Need Help? If you need any help with “Deals”, please login to your Cliently Account and click on the red “Help/Chat” icon found on the bottom right side of your account.

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