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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, kanban-style system that organizes deals into stages, each representing a different part of the deal lifecycle and making it easy to visualize and manage your progress.

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

Key features:

• Customizable pipeline: Tailor the stages to match your workflow.
• Deal cards: Each card provides a snapshot of deal details like name and price.
• Filters: Quickly find deals based on criteria like Status, Customer, or Sales Rep.
• Metrics: Monitor performance metrics and track campaign outcomes.

Customizing your pipeline

Every company has unique workflows, and Sponsy's Deals module lets you adapt the pipeline to suit yours. To do so, access the customization panel by clicking the gear icon ⚙ button ****at the top of the screen.