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The Deals module belong to our Scale plan or higher

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The Deals module offers a customizable pipeline and deal-tracking features, simplifying campaign management.

Whether negotiating a sponsorship, booking ad placements, or tracking campaign performance, this module provides all the tools you need in one place.

Let's explore how to make the most of this functionality.

Table of Contents:

Understanding the Deals module

The Deals module is a flexible module that allows you to manage campaigns in a kanban-style system organising deals into stages, each representing a different part of the deal lifecycle and making it easy to visualize and manage your progress.

Within the Deals module you can also send proposals to your sponsors easily connecting it to your existing deal flow.

You can access this module by clicking Deals in the left sidebar.

Key features:

• Deal management: Manage campaigns from negotiation to reporting on top of your ad inventory
• Proposals Management: Send and manage proposals sent to your sponsors and connect deal flow with ad inventory
• Metrics: Monitor performance metrics and track campaign outcomes.
• Customizable pipeline: Tailor the stages to match your workflow.
• Filters: Quickly find deals based on criteria like Status, Customer, or Sales Rep.

Customizing your pipeline