We’re excited to announce the release of Do Deals, with CRM capabilities designed for small businesses and end-users. With no setup required, anyone can start using Deals to track and close sales. Deals in Do are unique since they, 1) work with tasks so you can spend more time selling and less time tracking, and 2) they work with the tools you already use like Google Apps and Facebook.
 

Getting Started

1. Login to Do from your computer or tablet.
2. Select “Deals” on the left side.
3. Select the “Create Deal” button.
4. Fill out the deal details. Most deals will include a name, amount and a contact you can attach.
5. Now you can begin assigning tasks, and adding people, to help you close the deal.
    

Organizing Tasks in Deals

Just like in Do Projects, you can create sections to help organize your tasks and keep you on track. Just go to any task list in a Deal and begin creating sections. You can drag and drop tasks into sections as you like.
 

Tracking Deals

The Deals dashboard provides you and your team a quick way to get a high level overview of how your deals are performing, and at what stage your deals are in the pipeline.

A progress bar lets you and your team know how far along each deal is. When you have moved on to the next stage, simply click the next segment of deal progress bar.  You can also see who on your team is assigned a task to help close the deal. If there isn't one, you can create a task right there.
 

Deal Stages

A deal's stage helps keep your entire team updated on how far along it has progressed in your sales process. The stages you see by default can be edited based on your organization’s needs.

To edit or add deal stages, select the gear icon next to the group name in the left navigation menu, and select “Deal Stages.” A pop-up window will appear, allowing you to change the name of each stage, or add additional stages to the deal’s life-cycle. Alternatively, you can edit deal stages by selecting the gear icon that appears in the upper right corner of the Do Deals interface.

Start tracking your opportunities with Do Deals today, and see how easy it is to get things done! You can always provide suggestions by selecting the “Feedback” icon at the bottom of Do or submitting a ticket at help.do.com.