Deals

The Deals section in Alex helps you track and manage your sales opportunities from initial interest to closed sales. It provides a visual pipeline view and detailed tracking for each potential sale, helping you optimize your sales process and increase your win rate.

Accessing the Deals Section

To access the Deals section:

1. Log in to your Alex account
2. Click on Deals in the main navigation menu
3. View your deals pipeline with all current opportunities

Deal Management Features

Alex provides comprehensive tools to manage your sales pipeline effectively:

Pipeline View

The pipeline view displays your deals organized by stage:

• Customizable stages to match your sales process
• Visual representation of deal progress
• Drag-and-drop functionality to move deals between stages
• Color-coding for deal priority or type
• Deal counts and values by stage

Deal List View

Alternative to the pipeline, the list view shows all deals in a table format:

• Sort deals by value, closing date, stage, or other criteria
• Filter deals based on owner, probability, or custom fields
• Save custom views for different deal segments
• Quickly access deal details with a single click

Deal Details

Each deal includes detailed information:

• Deal name and description
• Value and currency
• Probability of closing
• Expected close date
• Associated leads and contacts

Working with Deals

Creating Deals

There are multiple ways to create deals in Alex:

1. From Scratch:
   • Click the Add Deal button that appears when you hover a stage column
   • Fill in the deal details
   • Assign to yourself or a team member
   • Set stage, value, and close date
   • Add related contacts
   • Save the deal
2. From Leads:
   • Open a lead profile
   • Click Create Deal
   • Add deal-specific information
   • Confirm the creation

Deal Stages

Customize your pipeline stages to match your sales process:

• Qualification: Initial assessment of the opportunity
• Needs Analysis: Understanding the prospect's requirements
• Proposal: Presenting your solution
• Negotiation: Discussing terms and conditions
• Closing: Finalizing the sale
• Won/Lost: Final outcome tracking

Deal Analytics

Monitor your sales performance:

• Deal conversion rates by stage
• Average deal size
• Sales cycle length
• Win/loss ratios
• Sales forecasting
• Revenue projections

Best Practices

For effective deal management in Alex:

• Keep deal information current, especially values and close dates
• Document all key conversations and decisions
• Use consistent naming conventions for deals
• Regularly review and update deal stages
• Set realistic probabilities based on objective criteria
• Clean up your pipeline by closing stale deals

Troubleshooting

Common issues when working with deals:

• Stalled deals: Identify and address blockers
• Inaccurate forecasting: Review and update deal values and probabilities
• Missing information: Ensure all required deal fields are completed
• Deal visibility: Check sharing settings if team members can't see certain deals
• Stage confusion: Provide clear definitions for each pipeline stage