Creating Deals
Learn how to create and manage deals for facilities.
Deals help you track sales opportunities for specific facilities. Every deal is tied to a facility and moves through your pipeline stages.
Most deals start with a prospect. You can find one using Facility Search filters, AI Search (semantic, natural-language queries against 600,000+ US industrial facilities across all 50 states), or by pulling up a known account directly. Once you're on a facility, creating a deal is a click away.
Creating a Deal
From Company Drawer
- Click any facility in the search results
- Open the Company Drawer
- Go to the Deals tab
- Click New Deal
- Fill in the deal details
- Click Create Deal
Deal Fields
| Field | Required | Description |
|---|---|---|
| Name | Yes | Descriptive name for the deal |
| Stage | Yes | Current pipeline stage |
| Annual Value | No | Expected annual contract value |
| Expected Close Date | No | When you expect to close |
| Primary Contact | No | Main decision-maker for this deal |
| Description | No | Details about the opportunity |
| Notes | No | Internal notes and reminders |
Deal Numbers
Every deal gets an auto-generated number (e.g., D-10001, D-10002). This provides a unique identifier you can reference in conversations and notes.
Choosing a Primary Contact
You can set a primary contact for each deal:
From Database
If the contact exists in the People tab:
- Toggle to "Select from facility"
- Choose from the dropdown of facility employees
- Their name and title are linked to the deal
Custom Name
If the contact isn't in the system:
- Toggle to "Enter custom name"
- Type the person's name
- The name is stored as text
Adding Multiple Contacts
Deals can have multiple people associated:
Primary Contact
The main decision-maker (set when creating the deal)
Additional People
Other stakeholders involved:
- In the deal modal, find "Additional People"
- Click